Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Unifi APJ 20*
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%
3.07%
6 Months
13.51%
13.63%
1 Year
1.35%
10.76%
3 Years
13.26%
13.00%
5 Years
—
13.13%
Since Inception
19.28%
20.07%
Fund Age
4 yrs 2 mo
10 yrs 11 mo
AUM
₹36.17 Cr
₹942.94 Cr
Alpha – 1 Year
−3.37%
6.04%
Alpha – 3 Years
1.17%
0.91%
Information Ratio – 3 Years
0.14
0.27
Volatility – 1 Year
24.66%
18.61%
Volatility – 3 Years
18.82%
17.55%
Beta – 1 Year
1.31
1.02
Beta – 3 Years
1.10
1.01
Sharpe Ratio – 1 Year
-0.05
0.35
Sharpe Ratio – 3 Years
0.48
0.49
Worst Rolling Year
12.70%
-10.32%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−26.89%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
19.63%
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
L 15% · M 3% · S 82%
Number of Stocks
24
—
Portfolio P/E
29.70
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—