Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.48%
4.17%
6 Months
13.51%
19.62%
1 Year
1.35%
12.19%
3 Years
13.26%
23.51%
5 Years
—
13.96%
Since Inception
19.28%
23.13%
Fund Age
4 yrs 2 mo
6 yrs 7 mo
AUM
₹36.17 Cr
₹2,332.81 Cr
Alpha – 1 Year
−3.37%
9.21%
Alpha – 3 Years
1.17%
11.63%
Information Ratio – 3 Years
0.14
0.83
Volatility – 1 Year
24.66%
26.11%
Volatility – 3 Years
18.82%
21.82%
Beta – 1 Year
1.31
1.32
Beta – 3 Years
1.10
1.14
Sharpe Ratio – 1 Year
-0.05
0.33
Sharpe Ratio – 3 Years
0.48
0.83
Worst Rolling Year
12.70%
12.50%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−26.89%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
L 14% · M 33% · S 52%
Number of Stocks
24
33
Portfolio P/E
29.70
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%