Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Sundaram Alternate - SISOP
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%
5.72%
6 Months
4.79%
23.48%
1 Year
−0.59%
38.68%
3 Years
11.57%
26.01%
5 Years
13.86%
16.58%
Since Inception
15.96%
18.98%
Fund Age
5 yrs 5 mo
16 yrs 6 mo
AUM
₹45.81 Cr
₹1,885.18 Cr
Alpha – 1 Year
−5.31%
33.96%
Alpha – 3 Years
−0.52%
13.92%
Information Ratio – 3 Years
-0.06
1.27
Volatility – 1 Year
21.96%
28.06%
Volatility – 3 Years
17.35%
20.41%
Beta – 1 Year
1.19
1.39
Beta – 3 Years
1.00
1.06
Sharpe Ratio – 1 Year
-0.16
1.12
Sharpe Ratio – 3 Years
0.42
1.06
Worst Rolling Year
10.84%
-4.06%
Value at Worst Rolling Year
₹1.11 Cr
₹0.96 Cr
Deepest Drawdown
−22.24%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
22.71%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 23% · M 4% · S 73%
L 40% · M 32% · S 24%
Number of Stocks
16
28
Portfolio P/E
22.00
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%