Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Shriram LEAPS
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%
4.25%
6 Months
13.51%
−2.25%
1 Year
1.35%
13.70%
3 Years
13.26%
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5 Years
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Since Inception
19.28%
13.96%
Fund Age
4 yrs 2 mo
18 mo
AUM
₹36.17 Cr
₹0.37 Cr
Alpha – 1 Year
−3.37%
14.05%
Alpha – 3 Years
1.17%
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Information Ratio – 3 Years
0.14
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Volatility – 1 Year
24.66%
17.89%
Volatility – 3 Years
18.82%
—
Beta – 1 Year
1.31
0.96
Beta – 3 Years
1.10
—
Sharpe Ratio – 1 Year
-0.05
0.51
Sharpe Ratio – 3 Years
0.48
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Worst Rolling Year
12.70%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−26.89%
−15.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.63%
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 8% · M 16% · S 76%
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Number of Stocks
24
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Portfolio P/E
29.70
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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%
Nippon India Silver ETF · 23.02%
Nippon India ETF Gold BeES · 16.92%
State Bank of India · 8.52%
CSB Bank Ltd · 7.11%
HDFC Bank Ltd · 5.12%
Top Sectors
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Fixed Fee
2.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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