Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Sowilo Multicap Fund
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%
3.12%
6 Months
4.79%
20.18%
1 Year
−0.59%
17.30%
3 Years
11.57%
18.32%
5 Years
13.86%
—
Since Inception
15.96%
21.17%
Fund Age
5 yrs 5 mo
3 yrs 2 mo
AUM
₹45.81 Cr
₹171.55 Cr
Alpha – 1 Year
−5.31%
12.58%
Alpha – 3 Years
−0.52%
6.23%
Information Ratio – 3 Years
-0.06
0.82
Volatility – 1 Year
21.96%
24.39%
Volatility – 3 Years
17.35%
21.61%
Beta – 1 Year
1.19
1.30
Beta – 3 Years
1.00
1.25
Sharpe Ratio – 1 Year
-0.16
0.55
Sharpe Ratio – 3 Years
0.42
0.70
Worst Rolling Year
10.84%
18.30%
Value at Worst Rolling Year
₹1.11 Cr
₹1.18 Cr
Deepest Drawdown
−22.24%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 23% · M 4% · S 73%
L 4% · M 4% · S 88%
Number of Stocks
16
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%