Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.42%
7.67%
6 Months
4.79%
27.70%
1 Year
−0.59%
47.52%
3 Years
11.57%
23.98%
5 Years
13.86%
15.87%
Since Inception
15.96%
18.55%
Fund Age
5 yrs 5 mo
16 yrs 2 mo
AUM
₹45.81 Cr
₹1,022.92 Cr
Alpha – 1 Year
−5.31%
42.80%
Alpha – 3 Years
−0.52%
11.89%
Information Ratio – 3 Years
-0.06
1.12
Volatility – 1 Year
21.96%
28.29%
Volatility – 3 Years
17.35%
20.76%
Beta – 1 Year
1.19
1.36
Beta – 3 Years
1.00
1.07
Sharpe Ratio – 1 Year
-0.16
1.33
Sharpe Ratio – 3 Years
0.42
0.99
Worst Rolling Year
10.84%
-4.58%
Value at Worst Rolling Year
₹1.11 Cr
₹0.95 Cr
Deepest Drawdown
−22.24%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
22.71%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 22% · M 32% · S 42%
Number of Stocks
16
26
Portfolio P/E
22.00
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%