Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Sameeksha - Equity Fund
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%
−0.38%
6 Months
13.51%
11.48%
1 Year
1.35%
7.29%
3 Years
13.26%
16.29%
5 Years
—
16.45%
Since Inception
19.28%
20.67%
Fund Age
4 yrs 2 mo
10 yrs 4 mo
AUM
₹36.17 Cr
₹1,333.94 Cr
Alpha – 1 Year
−3.37%
2.57%
Alpha – 3 Years
1.17%
4.20%
Information Ratio – 3 Years
0.14
0.52
Volatility – 1 Year
24.66%
21.33%
Volatility – 3 Years
18.82%
16.22%
Beta – 1 Year
1.31
1.18
Beta – 3 Years
1.10
0.93
Sharpe Ratio – 1 Year
-0.05
0.18
Sharpe Ratio – 3 Years
0.48
0.69
Worst Rolling Year
12.70%
-0.52%
Value at Worst Rolling Year
₹1.13 Cr
₹0.99 Cr
Deepest Drawdown
−26.89%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
19.63%
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
—
Number of Stocks
24
50
Portfolio P/E
29.70
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
—
—
Fixed Fee
2.00% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 0% / 0%