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FCI LLP Wealth Builder
Fractal Capital Investments Llp
44.73 CR AUM
FCI LLP Wealth Builder
Fractal Capital Investments Llp
44.73 CR AUM
BSE 500 TRI
Benchmark
5yr 2mo
Age
EQUITY
Strategy
AMC Charge 2.5% p.a.
Fixed Fees
AMC : 2% p.a.
Hurdle : 8% p.a.
Profit Sharing : 20%
Variable Fees
1st Year : 3%
2nd Year : 2%
3rd Year : 1%
Exit Load
BSE 500 TRI
Benchmark
5yr 2mo
Age
EQUITY
Strategy
AMC Charge 2.5% p.a.
Fixed Fees
AMC : 2% p.a.
Hurdle : 8% p.a.
Profit Sharing : 20%
Variable Fees
1st Year : 3%
2nd Year : 2%
3rd Year : 1%
Exit Load
miten lathia & mr.sanjeev goswami
Fund Manager
EQUITYStrategies
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.
Purpose
To create significant value over long term by investing in a concentrated portfolio of Indian equities which are significantly below intrinsic value in the opinion of the Portfolio Manager and with strong long-term prospects.
Investment Approach v/s Benchmark Metrics
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1M IA return
13.83%
1M benchmark return
10.38%
Alpha
3.45%
1M Wealth multiple
1.14x
Investment Approach v/s Benchmark Performance
2026
2026
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Wealth Creation Calculator
1M IA return
13.83%
1M benchmark return
10.38%
Alpha
3.45%
1M Wealth multiple
1.14x
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Stock - Holdings
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