Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.48%
2.20%
6 Months
13.51%
6.00%
1 Year
1.35%
4.90%
3 Years
13.26%
18.50%
5 Years
—
—
Since Inception
19.28%
16.60%
Fund Age
4 yrs 2 mo
3 yrs
AUM
₹36.17 Cr
₹209.72 Cr
Alpha – 1 Year
−3.37%
0.20%
Alpha – 3 Years
1.17%
6.40%
Information Ratio – 3 Years
0.14
1.16
Volatility – 1 Year
24.66%
19.79%
Volatility – 3 Years
18.82%
17.07%
Beta – 1 Year
1.31
1.06
Beta – 3 Years
1.10
1.05
Sharpe Ratio – 1 Year
-0.05
0.07
Sharpe Ratio – 3 Years
0.48
0.81
Worst Rolling Year
12.70%
18.52%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−26.89%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
18.77%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 8% · M 16% · S 76%
L 67% · M 33%
Number of Stocks
24
24
Portfolio P/E
29.70
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
—
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%