Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.42%
2.85%
6 Months
4.79%
22.81%
1 Year
−0.59%
15.74%
3 Years
11.57%
19.34%
5 Years
13.86%
—
Since Inception
15.96%
24.49%
Fund Age
5 yrs 5 mo
3 yrs 3 mo
AUM
₹45.81 Cr
₹446.96 Cr
Alpha – 1 Year
−5.31%
11.02%
Alpha – 3 Years
−0.52%
7.25%
Information Ratio – 3 Years
-0.06
0.86
Volatility – 1 Year
21.96%
23.09%
Volatility – 3 Years
17.35%
17.79%
Beta – 1 Year
1.19
1.11
Beta – 3 Years
1.00
0.93
Sharpe Ratio – 1 Year
-0.16
0.51
Sharpe Ratio – 3 Years
0.42
0.79
Worst Rolling Year
10.84%
19.32%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−22.24%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 23% · M 4% · S 73%
L 19% · S 80%
Number of Stocks
16
30
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%
—
Top Sectors
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—