Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.48%
0.50%
6 Months
13.51%
2.02%
1 Year
1.35%
0.60%
3 Years
13.26%
8.21%
5 Years
—
5.75%
Since Inception
19.28%
9.73%
Fund Age
4 yrs 2 mo
6 yrs
AUM
₹36.17 Cr
₹128.19 Cr
Alpha – 1 Year
−3.37%
1.03%
Alpha – 3 Years
1.17%
−0.36%
Information Ratio – 3 Years
0.14
0.12
Volatility – 1 Year
24.66%
19.24%
Volatility – 3 Years
18.82%
14.76%
Beta – 1 Year
1.31
1.13
Beta – 3 Years
1.10
0.95
Sharpe Ratio – 1 Year
-0.05
-0.16
Sharpe Ratio – 3 Years
0.48
0.24
Worst Rolling Year
12.70%
0.20%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−26.89%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
19.63%
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%