Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
SMC Global - Growth
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%
5.80%
6 Months
13.51%
20.03%
1 Year
1.35%
17.27%
3 Years
13.26%
12.81%
5 Years
—
11.98%
Since Inception
19.28%
14.70%
Fund Age
4 yrs 2 mo
6 yrs 10 mo
AUM
₹36.17 Cr
₹201.68 Cr
Alpha – 1 Year
−3.37%
12.55%
Alpha – 3 Years
1.17%
0.73%
Information Ratio – 3 Years
0.14
0.15
Volatility – 1 Year
24.66%
22.73%
Volatility – 3 Years
18.82%
20.11%
Beta – 1 Year
1.31
1.17
Beta – 3 Years
1.10
1.13
Sharpe Ratio – 1 Year
-0.05
0.58
Sharpe Ratio – 3 Years
0.48
0.44
Worst Rolling Year
12.70%
7.98%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−26.89%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
L 38% · M 4% · S 49%
Number of Stocks
24
24
Portfolio P/E
29.70
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
—
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%