Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.42%
10.15%
6 Months
4.79%
31.39%
1 Year
−0.59%
26.01%
3 Years
11.57%
19.28%
5 Years
13.86%
23.67%
Since Inception
15.96%
28.23%
Fund Age
5 yrs 5 mo
5 yrs 4 mo
AUM
₹45.81 Cr
₹483.07 Cr
Alpha – 1 Year
−5.31%
21.29%
Alpha – 3 Years
−0.52%
7.19%
Information Ratio – 3 Years
-0.06
0.38
Volatility – 1 Year
21.96%
27.77%
Volatility – 3 Years
17.35%
26.19%
Beta – 1 Year
1.19
1.29
Beta – 3 Years
1.00
1.20
Sharpe Ratio – 1 Year
-0.16
0.78
Sharpe Ratio – 3 Years
0.42
0.61
Worst Rolling Year
10.84%
19.29%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−22.24%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 12% · M 6% · S 81%
Number of Stocks
16
63
Portfolio P/E
22.00
62.66
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%
—
Top Sectors
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%