Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
4.79%
31.10%
1 Year
−0.59%
52.47%
3 Years
11.57%
17.74%
5 Years
13.86%
16.38%
Since Inception
15.96%
15.58%
Fund Age
5 yrs 5 mo
16 yrs 9 mo
AUM
₹45.81 Cr
₹132.42 Cr
Alpha – 1 Year
−5.31%
47.75%
Alpha – 3 Years
−0.52%
5.65%
Information Ratio – 3 Years
-0.06
0.46
Volatility – 1 Year
21.96%
26.74%
Volatility – 3 Years
17.35%
21.32%
Beta – 1 Year
1.19
1.30
Beta – 3 Years
1.00
0.97
Sharpe Ratio – 1 Year
-0.16
1.52
Sharpe Ratio – 3 Years
0.42
0.68
Worst Rolling Year
10.84%
-15.93%
Value at Worst Rolling Year
₹1.11 Cr
₹0.84 Cr
Deepest Drawdown
−22.24%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
22.71%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 23% · M 4% · S 73%
M 9% · S 83%
Number of Stocks
16
26
Portfolio P/E
22.00
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%