Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Girik Capital - Multi Cap Growth Equity Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.42%
1.15%
6 Months
4.79%
3.53%
1 Year
−0.59%
−0.08%
3 Years
11.57%
14.56%
5 Years
13.86%
12.33%
Since Inception
15.96%
18.88%
Fund Age
5 yrs 5 mo
16 yrs 7 mo
AUM
₹45.81 Cr
₹1,574.57 Cr
Alpha – 1 Year
−5.31%
0.35%
Alpha – 3 Years
−0.52%
5.99%
Information Ratio – 3 Years
-0.06
0.72
Volatility – 1 Year
21.96%
16.64%
Volatility – 3 Years
17.35%
15.28%
Beta – 1 Year
1.19
0.97
Beta – 3 Years
1.00
0.94
Sharpe Ratio – 1 Year
-0.16
-0.25
Sharpe Ratio – 3 Years
0.42
0.61
Worst Rolling Year
10.84%
-0.31%
Value at Worst Rolling Year
₹1.11 Cr
₹1.00 Cr
Deepest Drawdown
−22.24%
−22.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.36%
Median Rolling Year
22.71%
22.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 39% · M 8% · S 47%
Number of Stocks
16
33
Portfolio P/E
22.00
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
—
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%