Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Unifi APJ 20*
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Fractal Capital - Wealth Builder
Unifi APJ 20*
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%
3.07%
6 Months
4.79%
13.63%
1 Year
−0.59%
10.76%
3 Years
11.57%
13.00%
5 Years
13.86%
13.13%
Since Inception
15.96%
20.07%
Fund Age
5 yrs 5 mo
10 yrs 11 mo
AUM
₹45.81 Cr
₹942.94 Cr
Alpha – 1 Year
−5.31%
6.04%
Alpha – 3 Years
−0.52%
0.91%
Information Ratio – 3 Years
-0.06
0.27
Volatility – 1 Year
21.96%
18.61%
Volatility – 3 Years
17.35%
17.55%
Beta – 1 Year
1.19
1.02
Beta – 3 Years
1.00
1.01
Sharpe Ratio – 1 Year
-0.16
0.35
Sharpe Ratio – 3 Years
0.42
0.49
Worst Rolling Year
10.84%
-10.32%
Value at Worst Rolling Year
₹1.11 Cr
₹0.90 Cr
Deepest Drawdown
−22.24%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
22.71%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 15% · M 3% · S 82%
Number of Stocks
16
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Portfolio P/E
22.00
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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