Fractal Capital Wealth Builder

Key Portfolio Attributes

Inception Date: 1 March 2021

Number of stocks: ~18

Fund Manager Name: Mr. Miten Lathia & Mr. Sanjeev Goswami

Fund Manager Experience:

Miten Lathia - 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.

Sanjeev Goswami - 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.

Fund Manager Qualification:

Miten Lathia - A Chartered Accountant, Chartered Financial Analyst and Financial Risk Manager.

Sanjeev Goswami - An MBA from Xavier Institute of Management, Bhubaneshwar and B.E. from Delhi College of Engineering.

Investment Objective

The Investment Objective of this “Investment Strategy” is to create significant value over long term by investing in a concentrated portfolio of Indian equities which are significantly below intrinsic value and with strong long-term prospects. As the equity returns are non-linear, the objective is to stay invested till the return objectives are fully realized and avoid staying invested in an idea longer than required. The Portfolio Manager will opportunistically re-allocate money across stock ideas dynamically.

Portfolio Strategy

BMV approach – First Business, then Management, and finally valuation. They prefer bottom-up over top-down selection. They have a growth bias. They categorise ourselves as multi-cap, we are market cap agnostic in our stock selection.

Performance Table #

Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Fractal Capital Investments Wealth Builder1.67%6.29%10.17%34.30%33.98%21.21%--21.79%
BSE 500 TRI0.84%5.19%17.75%34.70%23.27%18.07%--18.65%

Portfolio Holdings

Holding %
Emami Ltd 9.13
Lumax Industries Ltd 8.03
Equitas Small Finance Bank Ltd 7.97
Windlas Biotech Ltd 7.64
JK Lakshmi Cement Ltd 7.02

Sector Allocation

Holding %
Financial Services 27.00
Healthcare 15.00
FMCG 16.00
Others 11.00
Construction Material 11.00

Market Cap Allocation

Allocations %
Large Cap 20
Mid Cap 2
Small Cap 71
Cash 7

Do Not Simply Invest, Make Informed Decisions


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#Returns as of 31 May 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

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