Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.42%
4.15%
6 Months
4.79%
18.21%
1 Year
−0.59%
19.11%
3 Years
11.57%
23.58%
5 Years
13.86%
18.40%
Since Inception
15.96%
13.93%
Fund Age
5 yrs 5 mo
11 yrs 4 mo
AUM
₹45.81 Cr
₹13.37 Cr
Alpha – 1 Year
−5.31%
16.13%
Alpha – 3 Years
−0.52%
11.69%
Information Ratio – 3 Years
-0.06
1.24
Volatility – 1 Year
21.96%
18.18%
Volatility – 3 Years
17.35%
17.99%
Beta – 1 Year
1.19
0.94
Beta – 3 Years
1.00
1.01
Sharpe Ratio – 1 Year
-0.16
0.75
Sharpe Ratio – 3 Years
0.42
0.97
Worst Rolling Year
10.84%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−22.24%
−20.05%
Recovery Period
Not yet recovered
162 days
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 27% · M 15% · S 55%
Number of Stocks
16
32
Portfolio P/E
22.00
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
—
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 0%