© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −3.2% | −5.6% | +2.4% |
| 3 Months | +1.1% | −3.6% | +4.7% |
| 6 Months | +3.7% | +8.1% | −4.4% |
| 1 Year | +11.7% | −2.3% | +14.1% |
|---|
| 2 Years | +14.9% | −3.9% | +18.8% |
|---|
| 3 Years (CAGR) | +21.7% | +9.2% | +12.5% |
|---|
| 4 Years (CAGR) | +20.4% | +11.2% | +9.2% |
|---|
| 5 Years (CAGR) | +16.1% | +8.9% | +7.2% |
|---|
| Since launch | +16.5% | +11.7% | +4.8% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 63-month window · Source: Computed from NAV history
Maximum drawdown: 9.4%
Fractal Capital’s story and investment philosophy are on the Fractal Capital firm page.
Miten Lathia
Managing Partner
A Chartered Accountant, Chartered Financial Analyst and Financial Risk Manager, Miten has over 20 years of experience in the equity markets, including 8 years in fund management. Managed HDFC Value Fund (May 2012 to May 2020). Fund beat its benchmark in 6 of 8 fiscal years. Earlier an analyst with SSKI, Brics, Enam and Anand Rathi.
Sanjeev Goswami
Managing Partner
A career investment banker, Sanjeev is the co-founder of Fractal Capital Investments LLP with deep experience in fund raising and the capital markets. Former Managing Director at IDFC Capital. Founded Fractal Capital Advisors in 2013. Earlier an analyst with SSKI, B&K and First Global.
Registration No
INP000007146
Fund Manager
Mr.MITEN MAGANLAL LATHIA
Principal Officer
Mr.MITEN MAGANLAL LATHIA
Inflow
₹1.42 Cr
Outflow
₹0.00 Cr
Net
₹1.42 Cr
Not reported — complaint data for this strategy isn't available yet.
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