Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Systamatix - Dynamic Investment
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.48%
7.60%
6 Months
13.51%
26.61%
1 Year
1.35%
33.69%
3 Years
13.26%
25.74%
5 Years
—
21.83%
Since Inception
19.28%
—
Fund Age
4 yrs 2 mo
8 yrs 4 mo
AUM
₹36.17 Cr
₹158.52 Cr
Alpha – 1 Year
−3.37%
29.93%
Alpha – 3 Years
1.17%
14.85%
Information Ratio – 3 Years
0.14
1.52
Volatility – 1 Year
24.66%
19.82%
Volatility – 3 Years
18.82%
19.44%
Beta – 1 Year
1.31
1.03
Beta – 3 Years
1.10
1.06
Sharpe Ratio – 1 Year
-0.05
1.29
Sharpe Ratio – 3 Years
0.48
1.16
Worst Rolling Year
12.70%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−26.89%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.63%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 16% · S 76%
L 31% · M 28% · S 38%
Number of Stocks
24
20
Portfolio P/E
29.70
—
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%