Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.48%
0.25%
6 Months
13.51%
15.19%
1 Year
1.35%
3.21%
3 Years
13.26%
19.65%
5 Years
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—
Since Inception
19.28%
25.09%
Fund Age
4 yrs 2 mo
3 yrs 5 mo
AUM
₹36.17 Cr
₹4,148.34 Cr
Alpha – 1 Year
−3.37%
0.23%
Alpha – 3 Years
1.17%
7.77%
Information Ratio – 3 Years
0.14
0.62
Volatility – 1 Year
24.66%
21.54%
Volatility – 3 Years
18.82%
22.15%
Beta – 1 Year
1.31
1.06
Beta – 3 Years
1.10
1.15
Sharpe Ratio – 1 Year
-0.05
-0.01
Sharpe Ratio – 3 Years
0.48
0.68
Worst Rolling Year
12.70%
19.49%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−26.89%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
21.76%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 8% · M 16% · S 76%
L 26% · M 35% · S 37%
Number of Stocks
24
26
Portfolio P/E
29.70
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%