Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
IFM Alphaedge Growth Fund
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%
1.32%
6 Months
4.79%
7.54%
1 Year
−0.59%
8.20%
3 Years
11.57%
—
5 Years
13.86%
—
Since Inception
15.96%
2.83%
Fund Age
5 yrs 5 mo
14 mo
AUM
₹45.81 Cr
₹18.5 Cr
Alpha – 1 Year
−5.31%
3.48%
Alpha – 3 Years
−0.52%
—
Information Ratio – 3 Years
-0.06
—
Volatility – 1 Year
21.96%
18.53%
Volatility – 3 Years
17.35%
—
Beta – 1 Year
1.19
1.05
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
-0.16
0.23
Sharpe Ratio – 3 Years
0.42
—
Worst Rolling Year
10.84%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−22.24%
−14.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
22.71%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 23% · M 4% · S 73%
L 47% · M 18% · S 29%
Number of Stocks
16
15
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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
—
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.00% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—