Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
13.51%
31.10%
1 Year
1.35%
52.47%
3 Years
13.26%
17.74%
5 Years
—
16.38%
Since Inception
19.28%
15.58%
Fund Age
4 yrs 2 mo
16 yrs 9 mo
AUM
₹36.17 Cr
₹132.42 Cr
Alpha – 1 Year
−3.37%
47.75%
Alpha – 3 Years
1.17%
5.65%
Information Ratio – 3 Years
0.14
0.46
Volatility – 1 Year
24.66%
26.74%
Volatility – 3 Years
18.82%
21.32%
Beta – 1 Year
1.31
1.30
Beta – 3 Years
1.10
0.97
Sharpe Ratio – 1 Year
-0.05
1.52
Sharpe Ratio – 3 Years
0.48
0.68
Worst Rolling Year
12.70%
-15.93%
Value at Worst Rolling Year
₹1.13 Cr
₹0.84 Cr
Deepest Drawdown
−26.89%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
19.63%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 8% · M 16% · S 76%
M 9% · S 83%
Number of Stocks
24
26
Portfolio P/E
29.70
31.63
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 · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%