Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Wright Factor Fund
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%
10.96%
6 Months
13.51%
14.84%
1 Year
1.35%
16.93%
3 Years
13.26%
—
5 Years
—
—
Since Inception
19.28%
20.33%
Fund Age
4 yrs 2 mo
3 yrs
AUM
₹36.17 Cr
₹214.05 Cr
Alpha – 1 Year
−3.37%
12.21%
Alpha – 3 Years
1.17%
—
Information Ratio – 3 Years
0.14
0.51
Volatility – 1 Year
24.66%
22.29%
Volatility – 3 Years
18.82%
21.03%
Beta – 1 Year
1.31
0.97
Beta – 3 Years
1.10
0.97
Sharpe Ratio – 1 Year
-0.05
0.57
Sharpe Ratio – 3 Years
0.48
0.72
Worst Rolling Year
12.70%
18.92%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−26.89%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
19.26%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 8% · M 16% · S 76%
L 12% · M 21% · S 55%
Number of Stocks
24
25
Portfolio P/E
29.70
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
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—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%