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Fractal Capital - Wealth Builder
Fractal Capital - Wealth Builder

Fractal Capital - Wealth Builder

  • Fractal Capital Investments LLP
  • Multi Cap AND Flexi Cap
  • 57
    Out of 143*
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PMS Bazaar
Portfolio age5 years, 5 months
-0.37%
2.19%
Hurdle Rate**10.00% or 8.00%
Fixed fee2.00%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Miten Lathia
  • Manager Rank138 Out of 198
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM81.98
  • Highest Return In 1 Yr-6.57%
Profile

A Chartered Accountant, Chartered Financial Analyst ®, Financial Risk Manager, Miten has 8 years of fund management experience in his 20+ years of working in the equity markets. Miten managed the HDFC Capital Builder Value Fund from May-12 to May-20. During this period, the fund beat its benchmark in 6 out of the 8 fiscal years. Before working at HDFC Asset Management, Miten was an analyst at broking houses – Brics, SSKI, Enam and Anand Rathi.

Other Schemes
AUM (₹ Cr)
₹36.17 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
123 Out of 284
Fixed Fee
2.00%
AUM (₹ Cr)
₹45.81 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
220 Out of 284
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

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PEER ANALYSIS

AUM (₹ Cr)
₹45.81 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
220 Out of 284
Fixed Fee
2.00%
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 284
Fixed Fee
No Option
AUM (₹ Cr)
₹575.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 284
Fixed Fee
1.00%
AUM (₹ Cr)
₹204.29 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 284
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Fractal Capital Investments LLP
Fractal Capital Investments LLP manages assets worth Rs 122.09 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

122.09 (As on Jun, 2026)

Number of Schemes

2
Schemes From This AMC
AUM (₹ Cr)
₹36.17 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
123 Out of 284
Fixed Fee
2.00%
AUM (₹ Cr)
₹45.81 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
220 Out of 284
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Fractal Capital - Wealth Builder?
The hurdle rate of Fractal Capital - Wealth Builder is 10.00% or 8.00%.
What is the fixed fee charged in Fractal Capital - Wealth Builder ?
The fixed fee charged in Fractal Capital - Wealth Builder is 2.00%.
What is the variable fee charged in Fractal Capital - Wealth Builder ?
The variable fee charged in Fractal Capital - Wealth Builder is 1.00% or 0.00%.
What is the profit sharing in Fractal Capital - Wealth Builder ?
The profit sharing in Fractal Capital - Wealth Builder is 15% above the 10% hurdle or 20% above 8% hurdle..
What is the minimum investment in Fractal Capital - Wealth Builder ?
The minimum investment in Fractal Capital - Wealth Builder is ₹50 Lacs
What type of scheme is Fractal Capital - Wealth Builder?
Fractal Capital - Wealth Builder is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Fractal Capital - Wealth Builder?
The inception date of Fractal Capital - Wealth Builder is Mar 01, 2021.
What is the exit load of Fractal Capital - Wealth Builder?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.