Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Nippon - Emerging India - EIP
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%
2.63%
6 Months
4.79%
13.11%
1 Year
−0.59%
15.44%
3 Years
11.57%
15.82%
5 Years
13.86%
15.29%
Since Inception
15.96%
15.37%
Fund Age
5 yrs 5 mo
9 yrs 4 mo
AUM
₹45.81 Cr
₹32.48 Cr
Alpha – 1 Year
−5.31%
10.72%
Alpha – 3 Years
−0.52%
3.73%
Information Ratio – 3 Years
-0.06
0.69
Volatility – 1 Year
21.96%
17.99%
Volatility – 3 Years
17.35%
17.45%
Beta – 1 Year
1.19
0.99
Beta – 3 Years
1.00
1.02
Sharpe Ratio – 1 Year
-0.16
0.59
Sharpe Ratio – 3 Years
0.42
0.71
Worst Rolling Year
10.84%
-6.27%
Value at Worst Rolling Year
₹1.11 Cr
₹0.94 Cr
Deepest Drawdown
−22.24%
−21.15%
Recovery Period
Not yet recovered
474 days
1-Year Rolling Windows Positive
100.00%
92.43%
Median Rolling Year
22.71%
21.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 8% · M 22% · S 44%
Number of Stocks
16
30
Portfolio P/E
22.00
30.67
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 · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
—
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%