Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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Fractal Capital - Wealth Builder
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.42%
0.95%
6 Months
4.79%
11.98%
1 Year
−0.59%
18.12%
3 Years
11.57%
18.24%
5 Years
13.86%
—
Since Inception
15.96%
20.21%
Fund Age
5 yrs 5 mo
4 yrs 8 mo
AUM
₹45.81 Cr
₹424.87 Cr
Alpha – 1 Year
−5.31%
13.40%
Alpha – 3 Years
−0.52%
6.15%
Information Ratio – 3 Years
-0.06
0.85
Volatility – 1 Year
21.96%
22.44%
Volatility – 3 Years
17.35%
19.69%
Beta – 1 Year
1.19
1.22
Beta – 3 Years
1.00
1.10
Sharpe Ratio – 1 Year
-0.16
0.61
Sharpe Ratio – 3 Years
0.42
0.80
Worst Rolling Year
10.84%
18.24%
Value at Worst Rolling Year
₹1.11 Cr
₹1.18 Cr
Deepest Drawdown
−22.24%
−25.57%
Recovery Period
Not yet recovered
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
24.33%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 23% · M 4% · S 73%
M 1% · S 89%
Number of Stocks
16
30
Portfolio P/E
22.00
23.45
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 · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
—
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%