Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Solidarity Advisors - Prudence
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%
8.45%
6 Months
4.79%
29.49%
1 Year
−0.59%
37.09%
3 Years
11.57%
18.49%
5 Years
13.86%
12.39%
Since Inception
15.96%
18.64%
Fund Age
5 yrs 5 mo
10 yrs 3 mo
AUM
₹45.81 Cr
₹1,760.35 Cr
Alpha – 1 Year
−5.31%
32.37%
Alpha – 3 Years
−0.52%
6.40%
Information Ratio – 3 Years
-0.06
0.52
Volatility – 1 Year
21.96%
25.02%
Volatility – 3 Years
17.35%
18.27%
Beta – 1 Year
1.19
1.22
Beta – 3 Years
1.00
0.89
Sharpe Ratio – 1 Year
-0.16
1.18
Sharpe Ratio – 3 Years
0.42
0.74
Worst Rolling Year
10.84%
-0.28%
Value at Worst Rolling Year
₹1.11 Cr
₹1.00 Cr
Deepest Drawdown
−22.24%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
22.71%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 11% · S 71%
Number of Stocks
16
13
Portfolio P/E
22.00
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%