Portfolio Management Services (PMS)Compare Schemes
Alphaa Focused Small-Cap Portfolio vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Alphaa Focused Small-Cap Portfolio
Karma - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
4.30%
6 Months
4.25%
9.50%
1 Year
−3.44%
10.30%
3 Years
9.79%
13.40%
5 Years
—
13.85%
Since Inception
10.87%
12.90%
Fund Age
3 yrs
19 yrs 8 mo
AUM
₹15.27 Cr
₹295.65 Cr
Alpha – 1 Year
−3.09%
5.60%
Alpha – 3 Years
0.79%
1.30%
Information Ratio – 3 Years
0.12
0.46
Volatility – 1 Year
22.93%
20.18%
Volatility – 3 Years
21.19%
17.30%
Beta – 1 Year
1.23
1.09
Beta – 3 Years
1.16
1.05
Sharpe Ratio – 1 Year
-0.28
0.32
Sharpe Ratio – 3 Years
0.30
0.49
Worst Rolling Year
9.80%
-20.52%
Value at Worst Rolling Year
₹1.10 Cr
₹0.79 Cr
Deepest Drawdown
−27.79%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
11.35%
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 0% · S 97%
L 21% · M 15% · S 62%
Number of Stocks
46
—
Portfolio P/E
22.80
—
Top 5 Holdings
Crompton Greaves Consumer Electricals Ltd · 8.28%
City Union Bank Ltd · 6.00%
PNB Housing Finance Ltd · 5.84%
Navin Fluorine International Ltd · 5.39%
Kalpataru Projects International Ltd · 5.36%
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 · 22.51%
Consumer Durables · 14.73%
Construction · 9.46%
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / – / –