Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Valcreate Lifesciences and Specialty Opportunities
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%
6.35%
6 Months
13.51%
17.95%
1 Year
1.35%
21.71%
3 Years
13.26%
19.34%
5 Years
—
—
Since Inception
19.28%
19.34%
Fund Age
4 yrs 2 mo
3 yrs 6 mo
AUM
₹36.17 Cr
₹18.73 Cr
Alpha – 1 Year
−3.37%
16.99%
Alpha – 3 Years
1.17%
7.25%
Information Ratio – 3 Years
0.14
0.85
Volatility – 1 Year
24.66%
22.22%
Volatility – 3 Years
18.82%
20.72%
Beta – 1 Year
1.31
0.87
Beta – 3 Years
1.10
0.89
Sharpe Ratio – 1 Year
-0.05
0.75
Sharpe Ratio – 3 Years
0.48
0.85
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%
—
Number of Stocks
24
—
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%