Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
MOAT - Moderate Compounders
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%
2.75%
6 Months
13.51%
8.17%
1 Year
1.35%
3.28%
3 Years
13.26%
8.41%
5 Years
—
12.53%
Since Inception
19.28%
11.01%
Fund Age
4 yrs 2 mo
12 yrs 9 mo
AUM
₹36.17 Cr
₹16.57 Cr
Alpha – 1 Year
−3.37%
−1.44%
Alpha – 3 Years
1.17%
−3.68%
Information Ratio – 3 Years
0.14
-0.32
Volatility – 1 Year
24.66%
20.74%
Volatility – 3 Years
18.82%
17.91%
Beta – 1 Year
1.31
1.13
Beta – 3 Years
1.10
1.09
Sharpe Ratio – 1 Year
-0.05
0.00
Sharpe Ratio – 3 Years
0.48
0.32
Worst Rolling Year
12.70%
-16.89%
Value at Worst Rolling Year
₹1.13 Cr
₹0.83 Cr
Deepest Drawdown
−26.89%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
19.63%
13.43%
5-Year Rolling Windows Positive
—
88.30%
Market-Cap Mix
L 8% · M 16% · S 76%
—
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%