Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
4.79%
9.86%
1 Year
−0.59%
32.16%
3 Years
11.57%
19.13%
5 Years
13.86%
12.16%
Since Inception
15.96%
16.12%
Fund Age
5 yrs 5 mo
5 yrs 10 mo
AUM
₹45.81 Cr
₹170.31 Cr
Alpha – 1 Year
−5.31%
27.44%
Alpha – 3 Years
−0.52%
7.04%
Information Ratio – 3 Years
-0.06
0.58
Volatility – 1 Year
21.96%
17.07%
Volatility – 3 Years
17.35%
17.73%
Beta – 1 Year
1.19
0.65
Beta – 3 Years
1.00
0.86
Sharpe Ratio – 1 Year
-0.16
1.42
Sharpe Ratio – 3 Years
0.42
0.79
Worst Rolling Year
10.84%
0.71%
Value at Worst Rolling Year
₹1.11 Cr
₹1.01 Cr
Deepest Drawdown
−22.24%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
22.71%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 11% · M 1% · S 72%
Number of Stocks
16
18
Portfolio P/E
22.00
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%