Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Invesco - Challengers
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%
1.41%
6 Months
4.79%
13.18%
1 Year
−0.59%
2.91%
3 Years
11.57%
14.27%
5 Years
13.86%
—
Since Inception
15.96%
11.83%
Fund Age
5 yrs 5 mo
4 yrs 11 mo
AUM
₹45.81 Cr
₹31.01 Cr
Alpha – 1 Year
−5.31%
−1.81%
Alpha – 3 Years
−0.52%
2.18%
Information Ratio – 3 Years
-0.06
0.24
Volatility – 1 Year
21.96%
18.67%
Volatility – 3 Years
17.35%
17.11%
Beta – 1 Year
1.19
0.97
Beta – 3 Years
1.00
0.95
Sharpe Ratio – 1 Year
-0.16
-0.04
Sharpe Ratio – 3 Years
0.42
0.56
Worst Rolling Year
10.84%
12.64%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−22.24%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 23% · M 4% · S 73%
L 37% · M 30% · S 33%
Number of Stocks
16
26
Portfolio P/E
22.00
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
—
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—