Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.42%
2.33%
6 Months
4.79%
5.53%
1 Year
−0.59%
9.60%
3 Years
11.57%
6.75%
5 Years
13.86%
7.07%
Since Inception
15.96%
13.02%
Fund Age
5 yrs 5 mo
14 yrs 9 mo
AUM
₹45.81 Cr
₹179.27 Cr
Alpha – 1 Year
−5.31%
9.95%
Alpha – 3 Years
−0.52%
−2.25%
Information Ratio – 3 Years
-0.06
-0.39
Volatility – 1 Year
21.96%
17.14%
Volatility – 3 Years
17.35%
14.92%
Beta – 1 Year
1.19
1.04
Beta – 3 Years
1.00
1.00
Sharpe Ratio – 1 Year
-0.16
0.31
Sharpe Ratio – 3 Years
0.42
0.15
Worst Rolling Year
10.84%
-6.19%
Value at Worst Rolling Year
₹1.11 Cr
₹0.94 Cr
Deepest Drawdown
−22.24%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.53%
Median Rolling Year
22.71%
12.72%
5-Year Rolling Windows Positive
100.00%
99.15%
Market-Cap Mix
L 23% · M 4% · S 73%
L 69% · M 12% · S 15%
Number of Stocks
16
22
Portfolio P/E
22.00
—
Top 5 Holdings
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
—
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—