Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
13.51%
8.08%
1 Year
1.35%
10.16%
3 Years
13.26%
15.60%
5 Years
—
—
Since Inception
19.28%
19.84%
Fund Age
4 yrs 2 mo
6 yrs 11 mo
AUM
₹36.17 Cr
₹3.18 Cr
Alpha – 1 Year
−3.37%
7.18%
Alpha – 3 Years
1.17%
3.72%
Information Ratio – 3 Years
0.14
0.60
Volatility – 1 Year
24.66%
19.93%
Volatility – 3 Years
18.82%
18.09%
Beta – 1 Year
1.31
1.12
Beta – 3 Years
1.10
1.14
Sharpe Ratio – 1 Year
-0.05
0.31
Sharpe Ratio – 3 Years
0.48
0.60
Worst Rolling Year
12.70%
14.68%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−26.89%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
16.30%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 8% · M 16% · S 76%
L 31% · M 55% · S 12%
Number of Stocks
24
29
Portfolio P/E
29.70
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –