Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Ksema - Multicap
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Ksema - Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.48%
0.82%
6 Months
13.51%
2.65%
1 Year
1.35%
10.76%
3 Years
13.26%
12.77%
5 Years
—
14.58%
Since Inception
19.28%
17.50%
Fund Age
4 yrs 2 mo
7 yrs 7 mo
AUM
₹36.17 Cr
₹83.87 Cr
Alpha – 1 Year
−3.37%
11.11%
Alpha – 3 Years
1.17%
3.77%
Information Ratio – 3 Years
0.14
0.46
Volatility – 1 Year
24.66%
18.53%
Volatility – 3 Years
18.82%
17.03%
Beta – 1 Year
1.31
1.11
Beta – 3 Years
1.10
1.11
Sharpe Ratio – 1 Year
-0.05
0.36
Sharpe Ratio – 3 Years
0.48
0.48
Worst Rolling Year
12.70%
12.58%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−26.89%
−20.55%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
20.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
L 54% · M 18% · S 28%
Number of Stocks
24
51
Portfolio P/E
29.70
23.77
Top 5 Holdings
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
Top Sectors
—
Financial Services · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%