Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.42%
3.93%
6 Months
4.79%
25.32%
1 Year
−0.59%
18.21%
3 Years
11.57%
32.70%
5 Years
13.86%
23.63%
Since Inception
15.96%
28.38%
Fund Age
5 yrs 5 mo
7 yrs 10 mo
AUM
₹45.81 Cr
₹8,686.39 Cr
Alpha – 1 Year
−5.31%
13.49%
Alpha – 3 Years
−0.52%
20.61%
Information Ratio – 3 Years
-0.06
1.92
Volatility – 1 Year
21.96%
22.97%
Volatility – 3 Years
17.35%
19.40%
Beta – 1 Year
1.19
1.12
Beta – 3 Years
1.00
0.98
Sharpe Ratio – 1 Year
-0.16
0.61
Sharpe Ratio – 3 Years
0.42
1.30
Worst Rolling Year
10.84%
17.00%
Value at Worst Rolling Year
₹1.11 Cr
₹1.17 Cr
Deepest Drawdown
−22.24%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 37% · M 30% · S 25%
Number of Stocks
16
43
Portfolio P/E
22.00
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
—
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%