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FCI LLP Wealth Builder

FCI LLP Wealth Builder is a Equity Portfolio Management Service launched by Fractal Capital Investments Llp on March 2021. Managed by Mr.Miten lathia & Mr.Sanjeev goswami, the fund holds ₹46 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a AMC Charge 2.5% p.a.% fixed fee and AMC : 2% p.a. Hurdle : 8% p.a. Profit Sharing : 20%% performance fee. Trailing returns: -8.14% (1Y), 12.83% CAGR (3Y), 15.65% since inception. Performance data as of July 2026.

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FCI LLP Wealth Builder

Fractal Capital Investments Llp

45.95 CR AUM

FCI LLP Wealth Builder

FCI LLP Wealth Builder

Fractal Capital Investments Llp

45.95 CR AUM

BSE 500 TRI
Benchmark
5yr 4mo
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 4mo
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
Fund manager

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.

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.

What is this fund's investment objective?

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.

How has FCI LLP Wealth Builder performed?

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1M IA return
2.88%
1M benchmark return
1.73%
Alpha
1.15%
1M Wealth multiple
1.03x

How has this fund performed vs its benchmark?

2026
2026
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1M IA return
2.88%
1M benchmark return
1.73%
Alpha
1.15%
1M Wealth multiple
1.03x

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What does FCI LLP Wealth Builder hold?

Stock - Holdings

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Sector Allocation

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