Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Oro-alpha compounders
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%
2.98%
6 Months
13.51%
−0.13%
1 Year
1.35%
−2.80%
3 Years
13.26%
13.20%
5 Years
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—
Since Inception
19.28%
13.51%
Fund Age
4 yrs 2 mo
3 yrs 8 mo
AUM
₹36.17 Cr
₹30.6 Cr
Alpha – 1 Year
−3.37%
−5.78%
Alpha – 3 Years
1.17%
1.30%
Information Ratio – 3 Years
0.14
0.16
Volatility – 1 Year
24.66%
16.62%
Volatility – 3 Years
18.82%
16.99%
Beta – 1 Year
1.31
0.93
Beta – 3 Years
1.10
1.05
Sharpe Ratio – 1 Year
-0.05
-0.42
Sharpe Ratio – 3 Years
0.48
0.50
Worst Rolling Year
12.70%
13.00%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−26.89%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
17.04%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 8% · M 16% · S 76%
L 44% · M 26% · S 17%
Number of Stocks
24
24
Portfolio P/E
29.70
32.10
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 · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
—
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%