Fractal Capital Investments LLP – Portfolio Management Services (PMS)

Fractal Capital is a Mumbai-based specialist “Investment Management” firm committed to an Investment culture based on fair and transparent relationships with all stake holders. We strive to build an investment edge through our fractal approach to investing. A FRACTAL is a simple pattern that repeats itself at different scales, to form infinitely complex and beautiful designs. Like a tree growing from repetitive branching. We believe that every company is a Fractal, be it a US$10 million company or US$100 billion… a complex and dynamic system, but with simple underlying rules and 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

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.

Mr. Sanjeev Goswami

Fund Manager, PMS

A career investment banker, Sanjeev is the co-founder of Fractal Capital Investments LLP. Sanjeev is an MBA from Xavier Institute of Management, Bhubaneshwar and B.E. from Delhi College of Engineering. Sanjeev was 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.

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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

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