Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.42%
0.30%
6 Months
4.79%
26.99%
1 Year
−0.59%
26.29%
3 Years
11.57%
27.01%
5 Years
13.86%
—
Since Inception
15.96%
35.84%
Fund Age
5 yrs 5 mo
4 yrs 3 mo
AUM
₹45.81 Cr
₹521.91 Cr
Alpha – 1 Year
−5.31%
28.33%
Alpha – 3 Years
−0.52%
20.36%
Information Ratio – 3 Years
-0.06
—
Volatility – 1 Year
21.96%
31.27%
Volatility – 3 Years
17.35%
25.96%
Beta – 1 Year
1.19
—
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
-0.16
0.72
Sharpe Ratio – 3 Years
0.42
0.85
Worst Rolling Year
10.84%
27.02%
Value at Worst Rolling Year
₹1.11 Cr
₹1.27 Cr
Deepest Drawdown
−22.24%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
36.88%
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
49
Portfolio P/E
22.00
21.17
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%
—