Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Right Horizons - Flexi Cap
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%
4.94%
6 Months
13.51%
11.49%
1 Year
1.35%
3.89%
3 Years
13.26%
8.19%
5 Years
—
11.02%
Since Inception
19.28%
10.97%
Fund Age
4 yrs 2 mo
13 yrs 8 mo
AUM
₹36.17 Cr
₹360.51 Cr
Alpha – 1 Year
−3.37%
0.91%
Alpha – 3 Years
1.17%
−3.69%
Information Ratio – 3 Years
0.14
-0.18
Volatility – 1 Year
24.66%
23.04%
Volatility – 3 Years
18.82%
19.34%
Beta – 1 Year
1.31
1.26
Beta – 3 Years
1.10
1.17
Sharpe Ratio – 1 Year
-0.05
0.04
Sharpe Ratio – 3 Years
0.48
0.30
Worst Rolling Year
12.70%
-8.10%
Value at Worst Rolling Year
₹1.13 Cr
₹0.92 Cr
Deepest Drawdown
−26.89%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
19.63%
11.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
L 38% · M 28% · S 33%
Number of Stocks
24
29
Portfolio P/E
29.70
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
—
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%