Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Green Portfolio - Special
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.42%
2.75%
6 Months
4.79%
26.95%
1 Year
−0.59%
13.12%
3 Years
11.57%
17.80%
5 Years
13.86%
15.04%
Since Inception
15.96%
22.70%
Fund Age
5 yrs 5 mo
8 yrs
AUM
₹45.81 Cr
₹357.26 Cr
Alpha – 1 Year
−5.31%
10.14%
Alpha – 3 Years
−0.52%
5.90%
Information Ratio – 3 Years
-0.06
0.31
Volatility – 1 Year
21.96%
32.38%
Volatility – 3 Years
17.35%
25.45%
Beta – 1 Year
1.19
1.68
Beta – 3 Years
1.00
1.37
Sharpe Ratio – 1 Year
-0.16
0.36
Sharpe Ratio – 3 Years
0.42
0.56
Worst Rolling Year
10.84%
11.19%
Value at Worst Rolling Year
₹1.11 Cr
₹1.11 Cr
Deepest Drawdown
−22.24%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 7% · M 19% · S 59%
Number of Stocks
16
42
Portfolio P/E
22.00
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%