Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.42%
2.21%
6 Months
4.79%
21.04%
1 Year
−0.59%
21.34%
3 Years
11.57%
19.08%
5 Years
13.86%
23.67%
Since Inception
15.96%
—
Fund Age
5 yrs 5 mo
6 yrs 4 mo
AUM
₹45.81 Cr
₹364.08 Cr
Alpha – 1 Year
−5.31%
21.69%
Alpha – 3 Years
−0.52%
10.08%
Information Ratio – 3 Years
-0.06
0.52
Volatility – 1 Year
21.96%
32.28%
Volatility – 3 Years
17.35%
28.08%
Beta – 1 Year
1.19
1.47
Beta – 3 Years
1.00
1.60
Sharpe Ratio – 1 Year
-0.16
0.58
Sharpe Ratio – 3 Years
0.42
0.57
Worst Rolling Year
10.84%
15.61%
Value at Worst Rolling Year
₹1.11 Cr
₹1.16 Cr
Deepest Drawdown
−22.24%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 90% · M 10%
Number of Stocks
16
—
Portfolio P/E
22.00
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%