Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Right Horizons - All Seasons
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%
1.32%
6 Months
13.51%
3.83%
1 Year
1.35%
9.77%
3 Years
13.26%
13.19%
5 Years
—
12.01%
Since Inception
19.28%
14.38%
Fund Age
4 yrs 2 mo
6 yrs 8 mo
AUM
₹36.17 Cr
₹42.66 Cr
Alpha – 1 Year
−3.37%
3.80%
Alpha – 3 Years
1.17%
2.30%
Information Ratio – 3 Years
0.14
0.23
Volatility – 1 Year
24.66%
15.84%
Volatility – 3 Years
18.82%
12.64%
Beta – 1 Year
1.31
1.56
Beta – 3 Years
1.10
1.48
Sharpe Ratio – 1 Year
-0.05
0.32
Sharpe Ratio – 3 Years
0.48
0.70
Worst Rolling Year
12.70%
9.09%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−26.89%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
L 37% · M 21% · S 27%
Number of Stocks
24
16
Portfolio P/E
29.70
—
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%