Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Marcellus - Rising Giants
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%
0.40%
6 Months
13.51%
4.60%
1 Year
1.35%
−5.85%
3 Years
13.26%
5.64%
5 Years
—
—
Since Inception
19.28%
−0.46%
Fund Age
4 yrs 2 mo
4 yrs 7 mo
AUM
₹36.17 Cr
₹87.75 Cr
Alpha – 1 Year
−3.37%
−8.83%
Alpha – 3 Years
1.17%
−6.25%
Information Ratio – 3 Years
0.14
-0.73
Volatility – 1 Year
24.66%
16.46%
Volatility – 3 Years
18.82%
15.18%
Beta – 1 Year
1.31
0.88
Beta – 3 Years
1.10
0.84
Sharpe Ratio – 1 Year
-0.05
-0.62
Sharpe Ratio – 3 Years
0.48
0.08
Worst Rolling Year
12.70%
-2.49%
Value at Worst Rolling Year
₹1.13 Cr
₹0.98 Cr
Deepest Drawdown
−26.89%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
19.63%
5.97%
5-Year Rolling Windows Positive
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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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
Top Sectors
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—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%