Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.42%
0.50%
6 Months
4.79%
2.02%
1 Year
−0.59%
0.60%
3 Years
11.57%
8.21%
5 Years
13.86%
5.75%
Since Inception
15.96%
9.73%
Fund Age
5 yrs 5 mo
6 yrs
AUM
₹45.81 Cr
₹128.19 Cr
Alpha – 1 Year
−5.31%
1.03%
Alpha – 3 Years
−0.52%
−0.36%
Information Ratio – 3 Years
-0.06
0.12
Volatility – 1 Year
21.96%
19.24%
Volatility – 3 Years
17.35%
14.76%
Beta – 1 Year
1.19
1.13
Beta – 3 Years
1.00
0.95
Sharpe Ratio – 1 Year
-0.16
-0.16
Sharpe Ratio – 3 Years
0.42
0.24
Worst Rolling Year
10.84%
0.20%
Value at Worst Rolling Year
₹1.11 Cr
₹1.00 Cr
Deepest Drawdown
−22.24%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
22.71%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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%
0% / 0% / 0%