Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
ValueQuest - Platinum
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%
2.62%
6 Months
13.51%
20.31%
1 Year
1.35%
5.50%
3 Years
13.26%
14.22%
5 Years
—
16.13%
Since Inception
19.28%
18.70%
Fund Age
4 yrs 2 mo
9 yrs 8 mo
AUM
₹36.17 Cr
₹3,491.64 Cr
Alpha – 1 Year
−3.37%
2.52%
Alpha – 3 Years
1.17%
2.33%
Information Ratio – 3 Years
0.14
0.19
Volatility – 1 Year
24.66%
25.24%
Volatility – 3 Years
18.82%
21.26%
Beta – 1 Year
1.31
1.29
Beta – 3 Years
1.10
1.17
Sharpe Ratio – 1 Year
-0.05
0.11
Sharpe Ratio – 3 Years
0.48
0.48
Worst Rolling Year
12.70%
-9.34%
Value at Worst Rolling Year
₹1.13 Cr
₹0.91 Cr
Deepest Drawdown
−26.89%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
19.63%
15.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
L 23% · M 15% · S 57%
Number of Stocks
24
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
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%
1% / 1% / 1%