Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.48%
6.38%
6 Months
13.51%
30.29%
1 Year
1.35%
21.45%
3 Years
13.26%
18.94%
5 Years
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—
Since Inception
19.28%
23.25%
Fund Age
4 yrs 2 mo
3 yrs 1 mo
AUM
₹36.17 Cr
₹185.04 Cr
Alpha – 1 Year
−3.37%
16.73%
Alpha – 3 Years
1.17%
6.85%
Information Ratio – 3 Years
0.14
0.59
Volatility – 1 Year
24.66%
29.11%
Volatility – 3 Years
18.82%
25.42%
Beta – 1 Year
1.31
1.26
Beta – 3 Years
1.10
1.13
Sharpe Ratio – 1 Year
-0.05
0.62
Sharpe Ratio – 3 Years
0.48
0.60
Worst Rolling Year
12.70%
18.95%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−26.89%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
20.62%
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
40
Portfolio P/E
29.70
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
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—
Fixed Fee
2.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%