Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Piper Serica Advisors - Leader Portfolio
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%
3.10%
6 Months
4.79%
24.70%
1 Year
−0.59%
21.80%
3 Years
11.57%
16.46%
5 Years
13.86%
12.29%
Since Inception
15.96%
17.31%
Fund Age
5 yrs 5 mo
7 yrs 2 mo
AUM
₹45.81 Cr
₹328.39 Cr
Alpha – 1 Year
−5.31%
22.15%
Alpha – 3 Years
−0.52%
7.46%
Information Ratio – 3 Years
-0.06
1.55
Volatility – 1 Year
21.96%
22.56%
Volatility – 3 Years
17.35%
18.01%
Beta – 1 Year
1.19
1.10
Beta – 3 Years
1.00
0.98
Sharpe Ratio – 1 Year
-0.16
0.85
Sharpe Ratio – 3 Years
0.42
1.07
Worst Rolling Year
10.84%
7.49%
Value at Worst Rolling Year
₹1.11 Cr
₹1.07 Cr
Deepest Drawdown
−22.24%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
—
Number of Stocks
16
16
Portfolio P/E
22.00
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 1%