Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Motilal Oswal - Value Migration
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.42%
0.78%
6 Months
4.79%
11.75%
1 Year
−0.59%
−2.37%
3 Years
11.57%
17.81%
5 Years
13.86%
14.66%
Since Inception
15.96%
18.91%
Fund Age
5 yrs 5 mo
23 yrs 5 mo
AUM
₹45.81 Cr
₹3,220.2 Cr
Alpha – 1 Year
−5.31%
−5.35%
Alpha – 3 Years
−0.52%
5.93%
Information Ratio – 3 Years
-0.06
0.54
Volatility – 1 Year
21.96%
21.49%
Volatility – 3 Years
17.35%
20.84%
Beta – 1 Year
1.19
1.07
Beta – 3 Years
1.00
1.13
Sharpe Ratio – 1 Year
-0.16
-0.27
Sharpe Ratio – 3 Years
0.42
0.64
Worst Rolling Year
10.84%
-7.44%
Value at Worst Rolling Year
₹1.11 Cr
₹0.93 Cr
Deepest Drawdown
−22.24%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.32%
Median Rolling Year
22.71%
14.52%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 23% · M 4% · S 73%
L 28% · M 48% · S 19%
Number of Stocks
16
27
Portfolio P/E
22.00
57.85
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%
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
—
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%