Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.42%
2.20%
6 Months
4.79%
6.00%
1 Year
−0.59%
4.90%
3 Years
11.57%
18.50%
5 Years
13.86%
—
Since Inception
15.96%
16.60%
Fund Age
5 yrs 5 mo
3 yrs
AUM
₹45.81 Cr
₹209.72 Cr
Alpha – 1 Year
−5.31%
0.20%
Alpha – 3 Years
−0.52%
6.40%
Information Ratio – 3 Years
-0.06
1.16
Volatility – 1 Year
21.96%
19.79%
Volatility – 3 Years
17.35%
17.07%
Beta – 1 Year
1.19
1.06
Beta – 3 Years
1.00
1.05
Sharpe Ratio – 1 Year
-0.16
0.07
Sharpe Ratio – 3 Years
0.42
0.81
Worst Rolling Year
10.84%
18.52%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−22.24%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 23% · M 4% · S 73%
L 67% · M 33%
Number of Stocks
16
24
Portfolio P/E
22.00
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
—
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%