Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
QED Capital - Alphabets
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%
4.25%
6 Months
4.79%
7.44%
1 Year
−0.59%
14.27%
3 Years
11.57%
13.32%
5 Years
13.86%
10.94%
Since Inception
15.96%
15.43%
Fund Age
5 yrs 5 mo
5 yrs 4 mo
AUM
₹45.81 Cr
₹21.45 Cr
Alpha – 1 Year
−5.31%
9.55%
Alpha – 3 Years
−0.52%
1.23%
Information Ratio – 3 Years
-0.06
0.37
Volatility – 1 Year
21.96%
12.68%
Volatility – 3 Years
17.35%
17.36%
Beta – 1 Year
1.19
0.58
Beta – 3 Years
1.00
0.73
Sharpe Ratio – 1 Year
-0.16
0.70
Sharpe Ratio – 3 Years
0.42
0.70
Worst Rolling Year
10.84%
12.64%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−22.24%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
17.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 7% · M 28% · S 62%
Number of Stocks
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
—
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%