Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Nippon - Absolute Freedom - ABS
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%
5.68%
6 Months
4.79%
10.98%
1 Year
−0.59%
10.72%
3 Years
11.57%
15.83%
5 Years
13.86%
13.58%
Since Inception
15.96%
14.48%
Fund Age
5 yrs 5 mo
21 yrs 11 mo
AUM
₹45.81 Cr
₹8.51 Cr
Alpha – 1 Year
−5.31%
6.00%
Alpha – 3 Years
−0.52%
3.74%
Information Ratio – 3 Years
-0.06
0.71
Volatility – 1 Year
21.96%
16.38%
Volatility – 3 Years
17.35%
14.45%
Beta – 1 Year
1.19
0.87
Beta – 3 Years
1.00
0.89
Sharpe Ratio – 1 Year
-0.16
0.33
Sharpe Ratio – 3 Years
0.42
0.72
Worst Rolling Year
10.84%
-12.28%
Value at Worst Rolling Year
₹1.11 Cr
₹0.88 Cr
Deepest Drawdown
−22.24%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
22.71%
13.32%
5-Year Rolling Windows Positive
100.00%
98.04%
Market-Cap Mix
L 23% · M 4% · S 73%
L 23% · M 15% · S 43%
Number of Stocks
16
30
Portfolio P/E
22.00
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
—
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%