Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.42%
0.97%
6 Months
4.79%
6.33%
1 Year
−0.59%
−0.99%
3 Years
11.57%
6.26%
5 Years
13.86%
6.47%
Since Inception
15.96%
5.18%
Fund Age
5 yrs 5 mo
19 yrs 5 mo
AUM
₹45.81 Cr
₹95.89 Cr
Alpha – 1 Year
−5.31%
2.51%
Alpha – 3 Years
−0.52%
−2.73%
Information Ratio – 3 Years
-0.06
-0.10
Volatility – 1 Year
21.96%
20.93%
Volatility – 3 Years
17.35%
17.77%
Beta – 1 Year
1.19
1.14
Beta – 3 Years
1.00
1.05
Sharpe Ratio – 1 Year
-0.16
-0.20
Sharpe Ratio – 3 Years
0.42
0.23
Worst Rolling Year
10.84%
-21.50%
Value at Worst Rolling Year
₹1.11 Cr
₹0.79 Cr
Deepest Drawdown
−22.24%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
22.71%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 23% · M 4% · S 73%
L 77% · M 12% · S 11%
Number of Stocks
16
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
—
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%