Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
MOAT - Emerging Moat
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%
2.64%
6 Months
4.79%
5.29%
1 Year
−0.59%
2.64%
3 Years
11.57%
8.64%
5 Years
13.86%
—
Since Inception
15.96%
12.31%
Fund Age
5 yrs 5 mo
3 yrs 11 mo
AUM
₹45.81 Cr
₹56.94 Cr
Alpha – 1 Year
−5.31%
−2.08%
Alpha – 3 Years
−0.52%
−3.45%
Information Ratio – 3 Years
-0.06
-0.33
Volatility – 1 Year
21.96%
19.56%
Volatility – 3 Years
17.35%
17.76%
Beta – 1 Year
1.19
1.08
Beta – 3 Years
1.00
1.07
Sharpe Ratio – 1 Year
-0.16
-0.05
Sharpe Ratio – 3 Years
0.42
0.31
Worst Rolling Year
10.84%
8.64%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−22.24%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
14.83%
5-Year Rolling Windows Positive
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%