The Investment Objective of this “Investment Strategy” is to create significant value over long term by investing in a concentrated portfolio of Indian equities which are significantly below intrinsic value and with strong long-term prospects. As the equity returns are non-linear, the objective is to stay invested till the return objectives are fully realized and avoid staying invested in an idea longer than required. The Portfolio Manager will opportunistically re-allocate money across stock ideas dynamically.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Fractal Capital Investments LLP Wealth Builder | 0.50% | 0.84% | 1.01% | 2.99% | 15.41% | 21.34% | - | - | 19.09% |
| S&P BSE 500 TRI | 0.96% | 6.57% | 5.62% | 6.27% | 16.17% | 15.26% | - | - | 15.67% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30 Nov 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
