Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Purnartha One Strategy
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%
−1.07%
6 Months
4.79%
4.90%
1 Year
−0.59%
8.20%
3 Years
11.57%
—
5 Years
13.86%
—
Since Inception
15.96%
8.35%
Fund Age
5 yrs 5 mo
2 yrs 11 mo
AUM
₹45.81 Cr
₹5.79 Cr
Alpha – 1 Year
−5.31%
1.34%
Alpha – 3 Years
−0.52%
—
Information Ratio – 3 Years
-0.06
—
Volatility – 1 Year
21.96%
14.87%
Volatility – 3 Years
17.35%
11.97%
Beta – 1 Year
1.19
1.50
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
-0.16
0.25
Sharpe Ratio – 3 Years
0.42
0.34
Worst Rolling Year
10.84%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−22.24%
−10.35%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
22.71%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 23% · M 4% · S 73%
L 23% · M 8% · S 15%
Number of Stocks
16
—
Portfolio P/E
22.00
20.01
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%
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%