Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Right Horizons - Alliance
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%
1.80%
6 Months
4.79%
2.80%
1 Year
−0.59%
4.89%
3 Years
11.57%
12.23%
5 Years
13.86%
10.64%
Since Inception
15.96%
8.93%
Fund Age
5 yrs 5 mo
12 yrs
AUM
₹45.81 Cr
₹134.76 Cr
Alpha – 1 Year
−5.31%
−1.08%
Alpha – 3 Years
−0.52%
1.34%
Information Ratio – 3 Years
-0.06
0.07
Volatility – 1 Year
21.96%
10.79%
Volatility – 3 Years
17.35%
9.62%
Beta – 1 Year
1.19
1.04
Beta – 3 Years
1.00
1.10
Sharpe Ratio – 1 Year
-0.16
-0.01
Sharpe Ratio – 3 Years
0.42
0.69
Worst Rolling Year
10.84%
0.05%
Value at Worst Rolling Year
₹1.11 Cr
₹1.00 Cr
Deepest Drawdown
−22.24%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
22.71%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 50% · M 11% · S 8%
Number of Stocks
16
33
Portfolio P/E
22.00
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –