Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.42%
−1.73%
6 Months
4.79%
6.62%
1 Year
−0.59%
3.66%
3 Years
11.57%
7.96%
5 Years
13.86%
—
Since Inception
15.96%
12.37%
Fund Age
5 yrs 5 mo
4 yrs 2 mo
AUM
₹45.81 Cr
₹134.62 Cr
Alpha – 1 Year
−5.31%
0.68%
Alpha – 3 Years
−0.52%
−3.93%
Information Ratio – 3 Years
-0.06
-0.10
Volatility – 1 Year
21.96%
21.69%
Volatility – 3 Years
17.35%
21.88%
Beta – 1 Year
1.19
1.14
Beta – 3 Years
1.00
1.11
Sharpe Ratio – 1 Year
-0.16
0.02
Sharpe Ratio – 3 Years
0.42
0.21
Worst Rolling Year
10.84%
7.96%
Value at Worst Rolling Year
₹1.11 Cr
₹1.08 Cr
Deepest Drawdown
−22.24%
−29.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
15.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 23% · M 4% · S 73%
—
Number of Stocks
16
—
Portfolio P/E
22.00
—
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%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%