Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.42%
0.67%
6 Months
4.79%
1.38%
1 Year
−0.59%
7.78%
3 Years
11.57%
12.37%
5 Years
13.86%
10.07%
Since Inception
15.96%
13.18%
Fund Age
5 yrs 5 mo
6 yrs 8 mo
AUM
₹45.81 Cr
₹1.13 Cr
Alpha – 1 Year
−5.31%
8.13%
Alpha – 3 Years
−0.52%
3.37%
Information Ratio – 3 Years
-0.06
0.42
Volatility – 1 Year
21.96%
17.12%
Volatility – 3 Years
17.35%
14.65%
Beta – 1 Year
1.19
0.93
Beta – 3 Years
1.00
0.90
Sharpe Ratio – 1 Year
-0.16
0.21
Sharpe Ratio – 3 Years
0.42
0.51
Worst Rolling Year
10.84%
10.01%
Value at Worst Rolling Year
₹1.11 Cr
₹1.10 Cr
Deepest Drawdown
−22.24%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
15.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 23% · M 4% · S 73%
L 34% · M 14% · S 34%
Number of Stocks
16
43
Portfolio P/E
22.00
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
—
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%