Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.42%
9.87%
6 Months
4.79%
46.37%
1 Year
−0.59%
29.61%
3 Years
11.57%
24.62%
5 Years
13.86%
—
Since Inception
15.96%
39.89%
Fund Age
5 yrs 5 mo
20 mo
AUM
₹45.81 Cr
₹147.17 Cr
Alpha – 1 Year
−5.31%
24.89%
Alpha – 3 Years
−0.52%
12.53%
Information Ratio – 3 Years
-0.06
—
Volatility – 1 Year
21.96%
25.97%
Volatility – 3 Years
17.35%
29.84%
Beta – 1 Year
1.19
1.03
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
-0.16
0.92
Sharpe Ratio – 3 Years
0.42
1.29
Worst Rolling Year
10.84%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−22.24%
−21.24%
Recovery Period
Not yet recovered
58 days
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%
—
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%