Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
PGIM India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.42%
3.44%
6 Months
4.79%
14.84%
1 Year
−0.59%
−4.03%
3 Years
11.57%
5.65%
5 Years
13.86%
—
Since Inception
15.96%
11.22%
Fund Age
5 yrs 5 mo
3 yrs 7 mo
AUM
₹45.81 Cr
₹83.14 Cr
Alpha – 1 Year
−5.31%
−3.68%
Alpha – 3 Years
−0.52%
−3.35%
Information Ratio – 3 Years
-0.06
-0.26
Volatility – 1 Year
21.96%
22.60%
Volatility – 3 Years
17.35%
18.97%
Beta – 1 Year
1.19
1.04
Beta – 3 Years
1.00
1.04
Sharpe Ratio – 1 Year
-0.16
-0.31
Sharpe Ratio – 3 Years
0.42
0.11
Worst Rolling Year
10.84%
4.98%
Value at Worst Rolling Year
₹1.11 Cr
₹1.05 Cr
Deepest Drawdown
−22.24%
−33.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
7.75%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 23% · M 4% · S 73%
L 9% · M 28% · S 60%
Number of Stocks
16
27
Portfolio P/E
22.00
28.70
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 · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
—
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%