Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
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
0.54%
4.30%
6 Months
3.13%
9.50%
1 Year
3.79%
10.30%
3 Years
10.28%
13.40%
5 Years
10.26%
13.85%
Since Inception
14.16%
12.90%
Fund Age
8 yrs 2 mo
19 yrs 8 mo
AUM
₹1,116.87 Cr
₹295.65 Cr
Alpha – 1 Year
−0.93%
5.60%
Alpha – 3 Years
−1.81%
1.30%
Information Ratio – 3 Years
-0.53
0.46
Volatility – 1 Year
16.47%
20.18%
Volatility – 3 Years
15.93%
17.30%
Beta – 1 Year
0.94
1.09
Beta – 3 Years
1.02
1.05
Sharpe Ratio – 1 Year
-0.01
0.32
Sharpe Ratio – 3 Years
0.36
0.49
Worst Rolling Year
9.53%
-20.52%
Value at Worst Rolling Year
₹1.10 Cr
₹0.79 Cr
Deepest Drawdown
−22.48%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
20.27%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 52% · M 29% · S 15%
L 21% · M 15% · S 62%
Number of Stocks
40
—
Portfolio P/E
27.63
—
Top 5 Holdings
ICICI Bank Ltd · 5.53%
Bharti Airtel Ltd · 5.15%
Bharat Dynamics Ltd · 4.85%
Cholamandalam Investment & Finance Company Ltd · 4.36%
Torrent Pharmaceuticals Ltd · 4.28%
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 · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –