Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Karma - Wealth Builder
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%
4.30%
6 Months
4.79%
9.50%
1 Year
−0.59%
10.30%
3 Years
11.57%
13.40%
5 Years
13.86%
13.85%
Since Inception
15.96%
12.90%
Fund Age
5 yrs 5 mo
19 yrs 8 mo
AUM
₹45.81 Cr
₹295.65 Cr
Alpha – 1 Year
−5.31%
5.60%
Alpha – 3 Years
−0.52%
1.30%
Information Ratio – 3 Years
-0.06
0.46
Volatility – 1 Year
21.96%
20.18%
Volatility – 3 Years
17.35%
17.30%
Beta – 1 Year
1.19
1.09
Beta – 3 Years
1.00
1.05
Sharpe Ratio – 1 Year
-0.16
0.32
Sharpe Ratio – 3 Years
0.42
0.49
Worst Rolling Year
10.84%
-20.52%
Value at Worst Rolling Year
₹1.11 Cr
₹0.79 Cr
Deepest Drawdown
−22.24%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
22.71%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 23% · M 4% · S 73%
L 21% · M 15% · S 62%
Number of Stocks
16
—
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –