Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Motilal Oswal - Ethical
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%
1.53%
6 Months
4.79%
18.13%
1 Year
−0.59%
13.15%
3 Years
11.57%
14.12%
5 Years
13.86%
11.96%
Since Inception
15.96%
13.25%
Fund Age
5 yrs 5 mo
5 yrs 1 mo
AUM
₹45.81 Cr
₹77.09 Cr
Alpha – 1 Year
−5.31%
10.17%
Alpha – 3 Years
−0.52%
2.24%
Information Ratio – 3 Years
-0.06
0.36
Volatility – 1 Year
21.96%
23.76%
Volatility – 3 Years
17.35%
19.81%
Beta – 1 Year
1.19
1.23
Beta – 3 Years
1.00
1.14
Sharpe Ratio – 1 Year
-0.16
0.40
Sharpe Ratio – 3 Years
0.42
0.50
Worst Rolling Year
10.84%
8.04%
Value at Worst Rolling Year
₹1.11 Cr
₹1.08 Cr
Deepest Drawdown
−22.24%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 28% · M 28% · S 44%
Number of Stocks
16
20
Portfolio P/E
22.00
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
—
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%