Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.48%
5.68%
6 Months
13.51%
10.98%
1 Year
1.35%
10.72%
3 Years
13.26%
15.83%
5 Years
—
13.58%
Since Inception
19.28%
14.48%
Fund Age
4 yrs 2 mo
21 yrs 11 mo
AUM
₹36.17 Cr
₹8.51 Cr
Alpha – 1 Year
−3.37%
6.00%
Alpha – 3 Years
1.17%
3.74%
Information Ratio – 3 Years
0.14
0.71
Volatility – 1 Year
24.66%
16.38%
Volatility – 3 Years
18.82%
14.45%
Beta – 1 Year
1.31
0.87
Beta – 3 Years
1.10
0.89
Sharpe Ratio – 1 Year
-0.05
0.33
Sharpe Ratio – 3 Years
0.48
0.72
Worst Rolling Year
12.70%
-12.28%
Value at Worst Rolling Year
₹1.13 Cr
₹0.88 Cr
Deepest Drawdown
−26.89%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
19.63%
13.32%
5-Year Rolling Windows Positive
—
98.04%
Market-Cap Mix
L 8% · M 16% · S 76%
L 23% · M 15% · S 43%
Number of Stocks
24
30
Portfolio P/E
29.70
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
—
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%