Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Marathon Trends - Trend Following
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%
1.43%
6 Months
4.79%
0.81%
1 Year
−0.59%
7.79%
3 Years
11.57%
9.10%
5 Years
13.86%
—
Since Inception
15.96%
17.42%
Fund Age
5 yrs 5 mo
8 yrs 11 mo
AUM
₹45.81 Cr
₹342.11 Cr
Alpha – 1 Year
−5.31%
3.07%
Alpha – 3 Years
−0.52%
−2.99%
Information Ratio – 3 Years
-0.06
0.29
Volatility – 1 Year
21.96%
17.73%
Volatility – 3 Years
17.35%
15.85%
Beta – 1 Year
1.19
1.00
Beta – 3 Years
1.00
0.98
Sharpe Ratio – 1 Year
-0.16
0.21
Sharpe Ratio – 3 Years
0.42
0.50
Worst Rolling Year
10.84%
9.10%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−22.24%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 23% · M 4% · S 73%
L 40% · M 35% · S 22%
Number of Stocks
16
23
Portfolio P/E
22.00
21.69
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%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
—
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%