PMS
Multi Cap · Portfolio Management Services
Fractal Capital Wealth Builder is a PMS (Portfolio Management Services) strategy, in the multi cap category. It is managed by Mr. Miten Lathia & Mr. Sanjeev Goswami. It has returned -0.59% over 1 year, +11.57% over 3 years, +13.86% over 5 years, as reported by the fund manager. It manages about ₹47.84 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.
Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.
Fractal Capital Wealth Builder has returned +4.42% (1 month), +7.02% (3 months), +4.79% (6 months), -0.59% (1 year), -0.06% (2 years), +11.57% (3 years), +13.86% (5 years), +15.96% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
The fund manager is Mr. Miten Lathia & Mr. Sanjeev Goswami.
