Fractal Capital - Opportunities

EQUITY MULTI CAP

Aims to create significant long-term value by investing in a concentrated portfolio of undervalued Indian equities.

+15.61%

3Y annualised returns

+13.46%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

02 Jun '22

Total AUM

₹33.26Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity98.9%

Cash1.1%

Equity market cap split

Small Cap65.2%

Mid Cap25.6%

Large Cap5.3%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

3.00%

PMS management

ML
Miten Lathia
Fund Manager
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About

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.

Experience

Over 20 years of experience in equity markets, including 8 years in fund management.

Investment philosophy

Specializes in equity market analysis and fund management.

Previously worked at

HDFC Asset Management
Brics
SSKI
Enam
Anand Rathi

Awards

Managed the HDFC Capital Builder Value Fund from 2012 to 2020, where the fund beat its benchmark in 6 out of 8 fiscal years.

SG
Sanjeev Goswami
Co-Founder, Fractal Capital Investments LLP
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About

A career investment banker, Sanjeev is the co-founder of Fractal Capital Investments LLP. Sanjeev is an MBA from Xavier Institute of Management, Bhubaneshwar and B.E. from Delhi College of Engineering. Sanjeev was a Managing Director at IDFC Capital before he founded Fractal Capital Advisors in 2013. Sanjeev has a deep experience in fund raising. Prior to becoming an investment banker, Sanjeev was an analyst at broking houses – SSKI, B&K, First Global.

Experience

Career investment banker, previously serving as an analyst at broking houses.

Investment philosophy

Specializes in fund raising with a background in investment banking and analysis.

Previously worked at