Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Quest Investment Managers – Flagship
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%
6.42%
6 Months
4.79%
15.63%
1 Year
−0.59%
0.27%
3 Years
11.57%
12.69%
5 Years
13.86%
8.81%
Since Inception
15.96%
15.48%
Fund Age
5 yrs 5 mo
18 yrs 10 mo
AUM
₹45.81 Cr
₹406.27 Cr
Alpha – 1 Year
−5.31%
−4.45%
Alpha – 3 Years
−0.52%
0.61%
Information Ratio – 3 Years
-0.06
0.21
Volatility – 1 Year
21.96%
22.89%
Volatility – 3 Years
17.35%
19.09%
Beta – 1 Year
1.19
1.13
Beta – 3 Years
1.00
1.05
Sharpe Ratio – 1 Year
-0.16
-0.11
Sharpe Ratio – 3 Years
0.42
0.45
Worst Rolling Year
10.84%
-10.83%
Value at Worst Rolling Year
₹1.11 Cr
₹0.89 Cr
Deepest Drawdown
−22.24%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
22.71%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 28% · M 26% · S 45%
Number of Stocks
16
29
Portfolio P/E
22.00
38.78
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
—
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%