Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Samvitti-PMS Aggressive Growth
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%
10.24%
6 Months
13.51%
31.65%
1 Year
1.35%
26.47%
3 Years
13.26%
18.72%
5 Years
—
16.28%
Since Inception
19.28%
14.51%
Fund Age
4 yrs 2 mo
10 yrs 10 mo
AUM
₹36.17 Cr
₹423.36 Cr
Alpha – 1 Year
−3.37%
21.75%
Alpha – 3 Years
1.17%
6.63%
Information Ratio – 3 Years
0.14
0.36
Volatility – 1 Year
24.66%
28.25%
Volatility – 3 Years
18.82%
24.90%
Beta – 1 Year
1.31
1.32
Beta – 3 Years
1.10
1.13
Sharpe Ratio – 1 Year
-0.05
0.78
Sharpe Ratio – 3 Years
0.48
0.60
Worst Rolling Year
12.70%
-5.98%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−26.89%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
19.63%
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
L 12% · M 6% · S 82%
Number of Stocks
24
62
Portfolio P/E
29.70
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
—
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%