Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Karma - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.82%
4.30%
6 Months
7.57%
9.50%
1 Year
24.83%
10.30%
3 Years
11.31%
13.40%
5 Years
11.03%
13.85%
Since Inception
14.72%
12.90%
Fund Age
7 yrs 4 mo
19 yrs 8 mo
AUM
₹2.98 Cr
₹295.65 Cr
Alpha – 1 Year
20.11%
5.60%
Alpha – 3 Years
−0.77%
1.30%
Information Ratio – 3 Years
-0.21
0.46
Volatility – 1 Year
23.09%
20.18%
Volatility – 3 Years
22.29%
17.30%
Beta – 1 Year
1.17
1.09
Beta – 3 Years
1.15
1.05
Sharpe Ratio – 1 Year
0.85
0.32
Sharpe Ratio – 3 Years
0.40
0.49
Worst Rolling Year
5.08%
-20.52%
Value at Worst Rolling Year
₹1.05 Cr
₹0.79 Cr
Deepest Drawdown
−34.65%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
17.38%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
M 99%
L 21% · M 15% · S 62%
Number of Stocks
10
—
Portfolio P/E
24.78
—
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –