Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Solidarity Advisors - Prudence
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%
8.45%
6 Months
13.51%
29.49%
1 Year
1.35%
37.09%
3 Years
13.26%
18.49%
5 Years
—
12.39%
Since Inception
19.28%
18.64%
Fund Age
4 yrs 2 mo
10 yrs 3 mo
AUM
₹36.17 Cr
₹1,760.35 Cr
Alpha – 1 Year
−3.37%
32.37%
Alpha – 3 Years
1.17%
6.40%
Information Ratio – 3 Years
0.14
0.52
Volatility – 1 Year
24.66%
25.02%
Volatility – 3 Years
18.82%
18.27%
Beta – 1 Year
1.31
1.22
Beta – 3 Years
1.10
0.89
Sharpe Ratio – 1 Year
-0.05
1.18
Sharpe Ratio – 3 Years
0.48
0.74
Worst Rolling Year
12.70%
-0.28%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−26.89%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
19.63%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
L 11% · S 71%
Number of Stocks
24
13
Portfolio P/E
29.70
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%