Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
MOAT - Moderate Compounders
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%
2.75%
6 Months
4.79%
8.17%
1 Year
−0.59%
3.28%
3 Years
11.57%
8.41%
5 Years
13.86%
12.53%
Since Inception
15.96%
11.01%
Fund Age
5 yrs 5 mo
12 yrs 9 mo
AUM
₹45.81 Cr
₹16.57 Cr
Alpha – 1 Year
−5.31%
−1.44%
Alpha – 3 Years
−0.52%
−3.68%
Information Ratio – 3 Years
-0.06
-0.32
Volatility – 1 Year
21.96%
20.74%
Volatility – 3 Years
17.35%
17.91%
Beta – 1 Year
1.19
1.13
Beta – 3 Years
1.00
1.09
Sharpe Ratio – 1 Year
-0.16
0.00
Sharpe Ratio – 3 Years
0.42
0.32
Worst Rolling Year
10.84%
-16.89%
Value at Worst Rolling Year
₹1.11 Cr
₹0.83 Cr
Deepest Drawdown
−22.24%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
22.71%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%