Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Green Portfolio - Super 30 Dynamic
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%
−0.92%
6 Months
4.79%
32.15%
1 Year
−0.59%
16.77%
3 Years
11.57%
19.00%
5 Years
13.86%
20.10%
Since Inception
15.96%
27.01%
Fund Age
5 yrs 5 mo
6 yrs 10 mo
AUM
₹45.81 Cr
₹247.64 Cr
Alpha – 1 Year
−5.31%
13.79%
Alpha – 3 Years
−0.52%
7.10%
Information Ratio – 3 Years
-0.06
0.30
Volatility – 1 Year
21.96%
39.13%
Volatility – 3 Years
17.35%
29.47%
Beta – 1 Year
1.19
1.87
Beta – 3 Years
1.00
1.36
Sharpe Ratio – 1 Year
-0.16
0.42
Sharpe Ratio – 3 Years
0.42
0.55
Worst Rolling Year
10.84%
15.03%
Value at Worst Rolling Year
₹1.11 Cr
₹1.15 Cr
Deepest Drawdown
−22.24%
−35.86%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
31.90%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
S 80%
Number of Stocks
16
42
Portfolio P/E
22.00
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%