Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
4.79%
7.61%
1 Year
−0.59%
−0.76%
3 Years
11.57%
11.28%
5 Years
13.86%
9.58%
Since Inception
15.96%
11.67%
Fund Age
5 yrs 5 mo
7 yrs 11 mo
AUM
₹45.81 Cr
₹12.5 Cr
Alpha – 1 Year
−5.31%
−3.74%
Alpha – 3 Years
−0.52%
−0.61%
Information Ratio – 3 Years
-0.06
-0.06
Volatility – 1 Year
21.96%
20.02%
Volatility – 3 Years
17.35%
16.21%
Beta – 1 Year
1.19
1.05
Beta – 3 Years
1.00
0.91
Sharpe Ratio – 1 Year
-0.16
-0.22
Sharpe Ratio – 3 Years
0.42
0.41
Worst Rolling Year
10.84%
8.66%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−22.24%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 36% · M 30% · S 35%
Number of Stocks
16
15
Portfolio P/E
22.00
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
—
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%