Fractal Capital Investments PMS strategies
Fractal Capital Investments runs 4 portfolio management strategies listed with APMI, managing ₹114 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| FCI LLP Wealth Builder | Equity | Mr.Miten lathia & Mr.Sanjeev goswami | ₹45.44 Cr | +10.59% | +1.39 pts | 2.5% fixed or 2% + 20% of profits over 8% | ₹50 Lakhs | Sep 2026 |
| FCI LLP Opportunities | Equity | Mr.Miten lathia & Mr.Sanjeev goswami | ₹36.81 Cr | +12.25% | +3.05 pts | 2.5% fixed or 2% + 20% of profits over 8% | ₹50 Lakhs | Sep 2026 |
| FCI LLP Wealth Optimizer II | Equity | Mr.Miten lathia & Mr.Sanjeev goswami | ₹21.04 Cr | +21.72% | +12.52 pts | 1% fixed | ₹50 Lakhs | Sep 2026 |
| FCI LLP Wealth Optimizer | Debt | — | ₹11.18 Cr | +9.14% | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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