Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Master Trust India Growth Strategy
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%
5.45%
6 Months
4.79%
16.85%
1 Year
−0.59%
9.30%
3 Years
11.57%
14.05%
5 Years
13.86%
14.30%
Since Inception
15.96%
24.29%
Fund Age
5 yrs 5 mo
14 yrs 10 mo
AUM
₹45.81 Cr
₹372.24 Cr
Alpha – 1 Year
−5.31%
4.58%
Alpha – 3 Years
−0.52%
1.97%
Information Ratio – 3 Years
-0.06
0.33
Volatility – 1 Year
21.96%
21.18%
Volatility – 3 Years
17.35%
20.18%
Beta – 1 Year
1.19
1.04
Beta – 3 Years
1.00
1.12
Sharpe Ratio – 1 Year
-0.16
0.27
Sharpe Ratio – 3 Years
0.42
0.49
Worst Rolling Year
10.84%
-10.46%
Value at Worst Rolling Year
₹1.11 Cr
₹0.90 Cr
Deepest Drawdown
−22.24%
−23.77%
Recovery Period
Not yet recovered
99 days
1-Year Rolling Windows Positive
100.00%
93.61%
Median Rolling Year
22.71%
27.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
—
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1.5% / 0.5%