Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
4.79%
0.32%
1 Year
−0.59%
1.03%
3 Years
11.57%
14.82%
5 Years
13.86%
11.82%
Since Inception
15.96%
13.07%
Fund Age
5 yrs 5 mo
5 yrs 2 mo
AUM
₹45.81 Cr
₹56.08 Cr
Alpha – 1 Year
−5.31%
−1.95%
Alpha – 3 Years
−0.52%
2.94%
Information Ratio – 3 Years
-0.06
0.18
Volatility – 1 Year
21.96%
13.89%
Volatility – 3 Years
17.35%
18.35%
Beta – 1 Year
1.19
0.75
Beta – 3 Years
1.00
1.00
Sharpe Ratio – 1 Year
-0.16
-0.25
Sharpe Ratio – 3 Years
0.42
0.55
Worst Rolling Year
10.84%
12.65%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−22.24%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 38% · M 29% · S 24%
Number of Stocks
16
37
Portfolio P/E
22.00
29.42
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%
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
—
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%