Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
4.79%
8.08%
1 Year
−0.59%
10.16%
3 Years
11.57%
15.60%
5 Years
13.86%
—
Since Inception
15.96%
19.84%
Fund Age
5 yrs 5 mo
6 yrs 11 mo
AUM
₹45.81 Cr
₹3.18 Cr
Alpha – 1 Year
−5.31%
7.18%
Alpha – 3 Years
−0.52%
3.72%
Information Ratio – 3 Years
-0.06
0.60
Volatility – 1 Year
21.96%
19.93%
Volatility – 3 Years
17.35%
18.09%
Beta – 1 Year
1.19
1.12
Beta – 3 Years
1.00
1.14
Sharpe Ratio – 1 Year
-0.16
0.31
Sharpe Ratio – 3 Years
0.42
0.60
Worst Rolling Year
10.84%
14.68%
Value at Worst Rolling Year
₹1.11 Cr
₹1.15 Cr
Deepest Drawdown
−22.24%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 23% · M 4% · S 73%
L 31% · M 55% · S 12%
Number of Stocks
16
29
Portfolio P/E
22.00
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –