Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
NJ - Bluechip
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%
−1.21%
6 Months
13.51%
5.09%
1 Year
1.35%
0.26%
3 Years
13.26%
9.53%
5 Years
—
5.40%
Since Inception
19.28%
12.09%
Fund Age
4 yrs 2 mo
8 yrs 5 mo
AUM
₹36.17 Cr
₹1,644.09 Cr
Alpha – 1 Year
−3.37%
0.61%
Alpha – 3 Years
1.17%
0.54%
Information Ratio – 3 Years
0.14
0.06
Volatility – 1 Year
24.66%
17.94%
Volatility – 3 Years
18.82%
17.25%
Beta – 1 Year
1.31
1.03
Beta – 3 Years
1.10
1.11
Sharpe Ratio – 1 Year
-0.05
-0.20
Sharpe Ratio – 3 Years
0.48
0.31
Worst Rolling Year
12.70%
2.29%
Value at Worst Rolling Year
₹1.13 Cr
₹1.02 Cr
Deepest Drawdown
−26.89%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
16.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
L 49% · M 36% · S 14%
Number of Stocks
24
20
Portfolio P/E
29.70
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
—
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%