Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Right Horizons - Alliance
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%
1.80%
6 Months
13.51%
2.80%
1 Year
1.35%
4.89%
3 Years
13.26%
12.23%
5 Years
—
10.64%
Since Inception
19.28%
8.93%
Fund Age
4 yrs 2 mo
12 yrs
AUM
₹36.17 Cr
₹134.76 Cr
Alpha – 1 Year
−3.37%
−1.08%
Alpha – 3 Years
1.17%
1.34%
Information Ratio – 3 Years
0.14
0.07
Volatility – 1 Year
24.66%
10.79%
Volatility – 3 Years
18.82%
9.62%
Beta – 1 Year
1.31
1.04
Beta – 3 Years
1.10
1.10
Sharpe Ratio – 1 Year
-0.05
-0.01
Sharpe Ratio – 3 Years
0.48
0.69
Worst Rolling Year
12.70%
0.05%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−26.89%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
19.63%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
L 50% · M 11% · S 8%
Number of Stocks
24
33
Portfolio P/E
29.70
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –