Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
MOAT - Emerging Moat
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%
2.64%
6 Months
13.51%
5.29%
1 Year
1.35%
2.64%
3 Years
13.26%
8.64%
5 Years
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—
Since Inception
19.28%
12.31%
Fund Age
4 yrs 2 mo
3 yrs 11 mo
AUM
₹36.17 Cr
₹56.94 Cr
Alpha – 1 Year
−3.37%
−2.08%
Alpha – 3 Years
1.17%
−3.45%
Information Ratio – 3 Years
0.14
-0.33
Volatility – 1 Year
24.66%
19.56%
Volatility – 3 Years
18.82%
17.76%
Beta – 1 Year
1.31
1.08
Beta – 3 Years
1.10
1.07
Sharpe Ratio – 1 Year
-0.05
-0.05
Sharpe Ratio – 3 Years
0.48
0.31
Worst Rolling Year
12.70%
8.64%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−26.89%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
14.83%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 8% · M 16% · S 76%
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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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
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—
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%