Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs MASK Prime Picks
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
MASK Prime Picks
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%
1.74%
6 Months
4.79%
3.03%
1 Year
−0.59%
3.99%
3 Years
11.57%
8.85%
5 Years
13.86%
8.35%
Since Inception
15.96%
10.50%
Fund Age
5 yrs 5 mo
8 yrs 2 mo
AUM
₹45.81 Cr
₹274.26 Cr
Alpha – 1 Year
−5.31%
−0.73%
Alpha – 3 Years
−0.52%
−3.23%
Information Ratio – 3 Years
-0.06
-0.72
Volatility – 1 Year
21.96%
15.72%
Volatility – 3 Years
17.35%
15.15%
Beta – 1 Year
1.19
0.89
Beta – 3 Years
1.00
0.94
Sharpe Ratio – 1 Year
-0.16
-0.08
Sharpe Ratio – 3 Years
0.42
0.27
Worst Rolling Year
10.84%
7.13%
Value at Worst Rolling Year
₹1.11 Cr
₹1.07 Cr
Deepest Drawdown
−22.24%
−20.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
15.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 48% · M 27% · S 18%
Number of Stocks
16
40
Portfolio P/E
22.00
30.14
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 · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Top Sectors
—
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%