Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Unifi Insider Shadow*
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%
4.21%
6 Months
4.79%
10.07%
1 Year
−0.59%
9.44%
3 Years
11.57%
8.18%
5 Years
13.86%
8.16%
Since Inception
15.96%
14.06%
Fund Age
5 yrs 5 mo
16 yrs 4 mo
AUM
₹45.81 Cr
₹85.99 Cr
Alpha – 1 Year
−5.31%
4.72%
Alpha – 3 Years
−0.52%
−3.91%
Information Ratio – 3 Years
-0.06
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Volatility – 1 Year
21.96%
17.03%
Volatility – 3 Years
17.35%
—
Beta – 1 Year
1.19
0.92
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
-0.16
0.30
Sharpe Ratio – 3 Years
0.42
—
Worst Rolling Year
10.84%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−22.24%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
22.71%
—
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 23% · M 4% · S 73%
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Number of Stocks
16
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Portfolio P/E
22.00
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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%
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Top Sectors
—
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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