Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.42%
1.32%
6 Months
4.79%
3.83%
1 Year
−0.59%
9.77%
3 Years
11.57%
13.19%
5 Years
13.86%
12.01%
Since Inception
15.96%
14.38%
Fund Age
5 yrs 5 mo
6 yrs 8 mo
AUM
₹45.81 Cr
₹42.66 Cr
Alpha – 1 Year
−5.31%
3.80%
Alpha – 3 Years
−0.52%
2.30%
Information Ratio – 3 Years
-0.06
0.23
Volatility – 1 Year
21.96%
15.84%
Volatility – 3 Years
17.35%
12.64%
Beta – 1 Year
1.19
1.56
Beta – 3 Years
1.00
1.48
Sharpe Ratio – 1 Year
-0.16
0.32
Sharpe Ratio – 3 Years
0.42
0.70
Worst Rolling Year
10.84%
9.09%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−22.24%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 37% · M 21% · S 27%
Number of Stocks
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%