Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Marcellus - Consistent Compounders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.48%
4.02%
6 Months
13.51%
10.61%
1 Year
1.35%
3.27%
3 Years
13.26%
5.81%
5 Years
—
4.77%
Since Inception
19.28%
12.23%
Fund Age
4 yrs 2 mo
7 yrs 7 mo
AUM
₹36.17 Cr
₹1,666.24 Cr
Alpha – 1 Year
−3.37%
3.70%
Alpha – 3 Years
1.17%
−2.76%
Information Ratio – 3 Years
0.14
-0.29
Volatility – 1 Year
24.66%
19.50%
Volatility – 3 Years
18.82%
16.37%
Beta – 1 Year
1.31
1.09
Beta – 3 Years
1.10
1.05
Sharpe Ratio – 1 Year
-0.05
-0.02
Sharpe Ratio – 3 Years
0.48
0.10
Worst Rolling Year
12.70%
0.36%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−26.89%
−23.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.77%
Median Rolling Year
19.63%
8.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
L 42% · M 32% · S 25%
Number of Stocks
24
—
Portfolio P/E
29.70
—
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%
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%