Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Renaissance - Indianext 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%
2.69%
6 Months
4.79%
5.24%
1 Year
−0.59%
2.85%
3 Years
11.57%
13.52%
5 Years
13.86%
17.79%
Since Inception
15.96%
13.89%
Fund Age
5 yrs 5 mo
8 yrs 4 mo
AUM
₹45.81 Cr
₹921.15 Cr
Alpha – 1 Year
−5.31%
−1.87%
Alpha – 3 Years
−0.52%
1.43%
Information Ratio – 3 Years
-0.06
0.23
Volatility – 1 Year
21.96%
18.02%
Volatility – 3 Years
17.35%
16.70%
Beta – 1 Year
1.19
0.99
Beta – 3 Years
1.00
0.99
Sharpe Ratio – 1 Year
-0.16
-0.03
Sharpe Ratio – 3 Years
0.42
0.54
Worst Rolling Year
10.84%
-0.29%
Value at Worst Rolling Year
₹1.11 Cr
₹1.00 Cr
Deepest Drawdown
−22.24%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.64%
Median Rolling Year
22.71%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 34% · M 28% · S 35%
Number of Stocks
16
35
Portfolio P/E
22.00
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
—
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 0%