Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Ksema - Alpha
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%
1.08%
6 Months
4.79%
1.74%
1 Year
−0.59%
10.49%
3 Years
11.57%
12.80%
5 Years
13.86%
12.91%
Since Inception
15.96%
15.37%
Fund Age
5 yrs 5 mo
7 yrs 7 mo
AUM
₹45.81 Cr
₹15.96 Cr
Alpha – 1 Year
−5.31%
10.84%
Alpha – 3 Years
−0.52%
3.80%
Information Ratio – 3 Years
-0.06
0.47
Volatility – 1 Year
21.96%
19.22%
Volatility – 3 Years
17.35%
17.53%
Beta – 1 Year
1.19
1.18
Beta – 3 Years
1.00
1.15
Sharpe Ratio – 1 Year
-0.16
0.34
Sharpe Ratio – 3 Years
0.42
0.48
Worst Rolling Year
10.84%
12.46%
Value at Worst Rolling Year
₹1.11 Cr
₹1.12 Cr
Deepest Drawdown
−22.24%
−19.38%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
18.63%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 64% · M 15% · S 21%
Number of Stocks
16
38
Portfolio P/E
22.00
24.65
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%
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
—
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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% / 1%