Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
TRADESWIFT BROKING-MULTI ASSET
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.42%
0.77%
6 Months
4.79%
11.30%
1 Year
−0.59%
5.88%
3 Years
11.57%
—
5 Years
13.86%
—
Since Inception
15.96%
10.85%
Fund Age
5 yrs 5 mo
2 yrs 5 mo
AUM
₹45.81 Cr
₹45.96 Cr
Alpha – 1 Year
−5.31%
−0.98%
Alpha – 3 Years
−0.52%
—
Information Ratio – 3 Years
-0.06
—
Volatility – 1 Year
21.96%
21.88%
Volatility – 3 Years
17.35%
—
Beta – 1 Year
1.19
2.00
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
-0.16
0.12
Sharpe Ratio – 3 Years
0.42
—
Worst Rolling Year
10.84%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−22.24%
−19.87%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
22.71%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 23% · M 4% · S 73%
L 12% · M 4% · S 66%
Number of Stocks
16
39
Portfolio P/E
22.00
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
—
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1.5% / 1%