Fractal Capital Investments Llp • Equity
FCI LLP Wealth Builder is an equity portfolio management service (PMS) strategy run by Fractal Capital Investments Llp, launched on 15 Mar 2021. As of 30 Sep 2026, it manages ₹45.44 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -2.69% over 1 year, +10.59% over 3 years and +12.82% over 5 years (+15.01% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 1.39 percentage points ahead of its benchmark. Its 3-year return ranks 257th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr.Miten lathia & Mr.Sanjeev goswami.
Ranked nearby on 3-year return: Axis Pure Contra Portfolio (+10.61%), SilverArch India Mid & Small Cap Equity Portfolio (+10.61%), Julius Baer India Premier Opportunities Portfolio (+10.55%), AAA India Opportunity PMS (+10.53%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -3.33% |
| 3 Months | +0.57% |
| 1 Year | -2.69% |
| 3 Years | +10.59% |
| 5 Years | +12.82% |
| Since Inception | +15.01% |
| management fee | Fixed Fees: AMC Charge 2.5% p.a. |
| performance fee | Variable Fees: AMC : 2% p.a. Hurdle : 8% p.a. Profit Sharing : 20% |
| exit load | 1st Year : 3% 2nd Year : 2% 3rd Year : 1% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callFCI LLP Wealth Builder has a 1-year return of -2.69%, a 3-year return of +10.59%, a 5-year return of +12.82% and +15.01% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, FCI LLP Wealth Builder returned +12.82% against +8.91% for the BSE 500 TRI, 3.91 percentage points ahead. Over 3 years it returned +10.59% against +9.20%; Over 1 year it returned -2.69% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, FCI LLP Wealth Builder's 3-year return of +10.59% ranks 257th as of 30 Sep 2026.
FCI LLP Wealth Builder is managed by Mr.Miten lathia & Mr.Sanjeev goswami at Fractal Capital Investments. The strategy manages ₹45.44 Cr of client assets as of 30 Sep 2026.
FCI LLP Wealth Builder manages ₹45.44 Cr of client assets as of 30 Sep 2026.
The fee structure for FCI LLP Wealth Builder includes: management fee: Fixed Fees: AMC Charge 2.5% p.a.; performance fee: Variable Fees: AMC : 2% p.a. Hurdle : 8% p.a. Profit Sharing : 20%; exit load: 1st Year : 3% 2nd Year : 2% 3rd Year : 1%.
The minimum investment for FCI LLP Wealth Builder is ₹50 Lakhs.
FCI LLP Wealth Builder was launched on 15 Mar 2021. It has a 5-year track record.
Description
All Fractal Capital Investments PMS strategies →Browse all PMS strategies in India →