Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
NMR 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%
5.30%
6 Months
13.51%
39.16%
1 Year
1.35%
20.20%
3 Years
13.26%
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5 Years
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Since Inception
19.28%
17.87%
Fund Age
4 yrs 2 mo
19 mo
AUM
₹36.17 Cr
₹82.38 Cr
Alpha – 1 Year
−3.37%
15.48%
Alpha – 3 Years
1.17%
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Information Ratio – 3 Years
0.14
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Volatility – 1 Year
24.66%
34.86%
Volatility – 3 Years
18.82%
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Beta – 1 Year
1.31
1.65
Beta – 3 Years
1.10
—
Sharpe Ratio – 1 Year
-0.05
0.53
Sharpe Ratio – 3 Years
0.48
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Worst Rolling Year
12.70%
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Value at Worst Rolling Year
₹1.13 Cr
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Deepest Drawdown
−26.89%
−24.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.63%
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 8% · M 16% · S 76%
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Number of Stocks
24
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Portfolio P/E
29.70
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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%
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
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Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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