Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Karma - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
4.30%
6 Months
3.88%
9.50%
1 Year
−7.98%
10.30%
3 Years
11.06%
13.40%
5 Years
10.06%
13.85%
Since Inception
11.56%
12.90%
Fund Age
5 yrs 3 mo
19 yrs 8 mo
AUM
₹106.37 Cr
₹295.65 Cr
Alpha – 1 Year
−10.96%
5.60%
Alpha – 3 Years
−0.82%
1.30%
Information Ratio – 3 Years
0.00
0.46
Volatility – 1 Year
16.00%
20.18%
Volatility – 3 Years
17.59%
17.30%
Beta – 1 Year
0.79
1.09
Beta – 3 Years
0.97
1.05
Sharpe Ratio – 1 Year
-0.78
0.32
Sharpe Ratio – 3 Years
0.42
0.49
Worst Rolling Year
—
-20.52%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
—
−12.92%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
82.46%
Median Rolling Year
—
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
—
L 21% · M 15% · S 62%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –