Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Merisis Catalyst Series 1
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Merisis Catalyst Series 1
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%
−2.20%
6 Months
4.79%
9.62%
1 Year
−0.59%
—
3 Years
11.57%
—
5 Years
13.86%
—
Since Inception
15.96%
3.28%
Fund Age
5 yrs 5 mo
9 mo
AUM
₹45.81 Cr
₹0.81 Cr
Alpha – 1 Year
−5.31%
—
Alpha – 3 Years
−0.52%
—
Information Ratio – 3 Years
-0.06
—
Volatility – 1 Year
21.96%
—
Volatility – 3 Years
17.35%
—
Beta – 1 Year
1.19
—
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
-0.16
—
Sharpe Ratio – 3 Years
0.42
—
Worst Rolling Year
10.84%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−22.24%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
22.71%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 23% · M 4% · S 73%
S 79%
Number of Stocks
16
8
Portfolio P/E
22.00
32.20
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%
Wockhardt Ltd · 14.44%
Ion Exchange (India) Ltd · 12.96%
Ramco Systems Ltd · 11.82%
Jubilant Ingrevia Ltd · 10.28%
Venkys (India) Ltd · 10.20%
Top Sectors
—
Healthcare · 21.28%
Fast Moving Consumer Goods · 19.84%
Utilities · 12.96%
Fixed Fee
2.00% / yr
1.20% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 12%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%