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Fractal Capital Investments LLP – Portfolio Management Services (PMS)

Fractal Capital is a Mumbai-headquartered asset management entity dedicated to fostering an investment philosophy grounded in equitable and transparent interactions with all stakeholders. Our objective is to achieve a distinctive investment advantage through our proprietary fractal methodology. A fractal is defined as a fundamental pattern that recursively self-replicates across varying magnitudes, thereby generating intricate and aesthetically complex structures, akin to the branching growth of a tree. We posit that every enterprise, irrespective of its market capitalization, from ten million to one hundred billion US dollars, embodies a fractal structure – a sophisticated and fluid system governed by discernible, foundational principles and recurring patterns.

AUM (₹ Cr)

114.12

Clients

66

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Fractal Capital Investments LLP Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Wealth Builder Multi Cap & Flexi Cap 3.10% 21.03% — Mar 2021
Opportunities Multi Cap & Flexi Cap -0.94% 20.82% — Jun 2022

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr. Miten Lathia

Fund Manager, PMS

With over two decades of experience in equity markets, Miten brings 8 years of dedicated fund management expertise. He holds professional qualifications as a Chartered Accountant, Chartered Financial Analyst (CFA) ®, and Financial Risk Manager (FRM). Miten was responsible for the HDFC Capital Builder Value Fund from May 2012 to May 2020. Over this 8-year tenure, the fund outperformed its benchmark index in six fiscal years. Prior to his role at HDFC Asset Management, Miten served as an analyst with prominent broking firms including Brics, SSKI, Enam, and Anand Rathi.

Mr. Sanjeev Goswami

Fund Manager, PMS

Sanjeev, a seasoned investment banking professional, is a co-founder of Fractal Capital Investments LLP. He holds an MBA from Xavier Institute of Management, Bhubaneshwar, and a B.E. from Delhi College of Engineering. Prior to establishing Fractal Capital Advisors in 2013, Sanjeev served as a Managing Director at IDFC Capital. His extensive experience includes a strong track record in fundraising. Earlier in his career, Sanjeev worked as an analyst with prominent broking firms, including SSKI, B&K, and First Global.

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Regulatory Information

SEBI Registration: INP000007146

Registered Office: Innov8, 17th Floor, Parinee Cresenzo, A-Wing, G - Block, Bandra Kurla Complex, Bandra East, Mumbai, Pin Code: 400 051

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)