Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Silver Arch - India Equity 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%
6.91%
6 Months
13.51%
15.63%
1 Year
1.35%
20.01%
3 Years
13.26%
17.10%
5 Years
—
15.64%
Since Inception
19.28%
13.05%
Fund Age
4 yrs 2 mo
8 yrs 11 mo
AUM
₹36.17 Cr
₹46.46 Cr
Alpha – 1 Year
−3.37%
15.29%
Alpha – 3 Years
1.17%
5.01%
Information Ratio – 3 Years
0.14
0.88
Volatility – 1 Year
24.66%
20.61%
Volatility – 3 Years
18.82%
19.98%
Beta – 1 Year
1.31
0.94
Beta – 3 Years
1.10
1.02
Sharpe Ratio – 1 Year
-0.05
0.73
Sharpe Ratio – 3 Years
0.48
0.85
Worst Rolling Year
12.70%
-3.76%
Value at Worst Rolling Year
₹1.13 Cr
₹0.96 Cr
Deepest Drawdown
−26.89%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
19.63%
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
L 27% · M 34% · S 33%
Number of Stocks
24
25
Portfolio P/E
29.70
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
—
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%