Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
4.79%
2.04%
1 Year
−0.59%
13.04%
3 Years
11.57%
15.74%
5 Years
13.86%
14.15%
Since Inception
15.96%
15.13%
Fund Age
5 yrs 5 mo
14 yrs 1 mo
AUM
₹45.81 Cr
₹850.7 Cr
Alpha – 1 Year
−5.31%
13.39%
Alpha – 3 Years
−0.52%
6.74%
Information Ratio – 3 Years
-0.06
1.02
Volatility – 1 Year
21.96%
18.01%
Volatility – 3 Years
17.35%
15.42%
Beta – 1 Year
1.19
1.04
Beta – 3 Years
1.00
0.99
Sharpe Ratio – 1 Year
-0.16
0.48
Sharpe Ratio – 3 Years
0.42
0.76
Worst Rolling Year
10.84%
-19.06%
Value at Worst Rolling Year
₹1.11 Cr
₹0.81 Cr
Deepest Drawdown
−22.24%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
22.71%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 23% · M 4% · S 73%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%
2% / 1% / 0%