Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Motilal Oswal - India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Motilal Oswal - India Growth Strategy
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%
1.02%
6 Months
13.51%
20.43%
1 Year
1.35%
14.98%
3 Years
13.26%
—
5 Years
—
—
Since Inception
19.28%
20.69%
Fund Age
4 yrs 2 mo
2 yrs 8 mo
AUM
₹36.17 Cr
₹320.35 Cr
Alpha – 1 Year
−3.37%
12.00%
Alpha – 3 Years
1.17%
—
Information Ratio – 3 Years
0.14
—
Volatility – 1 Year
24.66%
24.24%
Volatility – 3 Years
18.82%
—
Beta – 1 Year
1.31
1.26
Beta – 3 Years
1.10
—
Sharpe Ratio – 1 Year
-0.05
0.46
Sharpe Ratio – 3 Years
0.48
—
Worst Rolling Year
12.70%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−26.89%
−12.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.63%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 16% · S 76%
L 5% · M 36% · S 51%
Number of Stocks
24
29
Portfolio P/E
29.70
40.22
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 · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
Top Sectors
—
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
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%