Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Right Horizons - India Business Leaders
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%
3.11%
6 Months
4.79%
4.12%
1 Year
−0.59%
−0.25%
3 Years
11.57%
10.95%
5 Years
13.86%
10.56%
Since Inception
15.96%
10.62%
Fund Age
5 yrs 5 mo
13 yrs 8 mo
AUM
₹45.81 Cr
₹41.22 Cr
Alpha – 1 Year
−5.31%
0.18%
Alpha – 3 Years
−0.52%
2.39%
Information Ratio – 3 Years
-0.06
0.52
Volatility – 1 Year
21.96%
20.61%
Volatility – 3 Years
17.35%
17.57%
Beta – 1 Year
1.19
1.24
Beta – 3 Years
1.00
1.19
Sharpe Ratio – 1 Year
-0.16
-0.18
Sharpe Ratio – 3 Years
0.42
0.46
Worst Rolling Year
10.84%
-10.52%
Value at Worst Rolling Year
₹1.11 Cr
₹0.89 Cr
Deepest Drawdown
−22.24%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
22.71%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 23% · M 4% · S 73%
L 70% · M 29%
Number of Stocks
16
25
Portfolio P/E
22.00
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
—
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%