Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.48%
0.36%
6 Months
13.51%
5.01%
1 Year
1.35%
−5.33%
3 Years
13.26%
1.25%
5 Years
—
−1.56%
Since Inception
19.28%
10.94%
Fund Age
4 yrs 2 mo
6 yrs 11 mo
AUM
₹36.17 Cr
₹122.91 Cr
Alpha – 1 Year
−3.37%
−8.31%
Alpha – 3 Years
1.17%
−10.64%
Information Ratio – 3 Years
0.14
-0.98
Volatility – 1 Year
24.66%
16.35%
Volatility – 3 Years
18.82%
16.88%
Beta – 1 Year
1.31
0.87
Beta – 3 Years
1.10
0.86
Sharpe Ratio – 1 Year
-0.05
-0.59
Sharpe Ratio – 3 Years
0.48
-0.17
Worst Rolling Year
12.70%
-5.79%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−26.89%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
19.63%
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
L 8% · M 16% · S 76%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
—
—
Fixed Fee
2.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%