Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
13.51%
10.94%
1 Year
1.35%
1.03%
3 Years
13.26%
11.45%
5 Years
—
15.19%
Since Inception
19.28%
27.03%
Fund Age
4 yrs 2 mo
5 yrs 11 mo
AUM
₹36.17 Cr
₹298.71 Cr
Alpha – 1 Year
−3.37%
−3.69%
Alpha – 3 Years
1.17%
−0.64%
Information Ratio – 3 Years
0.14
-0.04
Volatility – 1 Year
24.66%
27.68%
Volatility – 3 Years
18.82%
23.40%
Beta – 1 Year
1.31
1.45
Beta – 3 Years
1.10
1.22
Sharpe Ratio – 1 Year
-0.05
-0.03
Sharpe Ratio – 3 Years
0.48
0.35
Worst Rolling Year
12.70%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−26.89%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.63%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 16% · S 76%
L 2% · M 2% · S 86%
Number of Stocks
24
36
Portfolio P/E
29.70
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
—
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%