Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Karma - Wealth Builder
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
4.30%
6 Months
9.28%
9.50%
1 Year
4.13%
10.30%
3 Years
7.71%
13.40%
5 Years
8.27%
13.85%
Since Inception
11.49%
12.90%
Fund Age
8 yrs 5 mo
19 yrs 8 mo
AUM
₹123.55 Cr
₹295.65 Cr
Alpha – 1 Year
−0.59%
5.60%
Alpha – 3 Years
−4.38%
1.30%
Information Ratio – 3 Years
-0.33
0.46
Volatility – 1 Year
21.50%
20.18%
Volatility – 3 Years
16.95%
17.30%
Beta – 1 Year
1.12
1.09
Beta – 3 Years
0.97
1.05
Sharpe Ratio – 1 Year
-0.02
0.32
Sharpe Ratio – 3 Years
0.26
0.49
Worst Rolling Year
7.04%
-20.52%
Value at Worst Rolling Year
₹1.07 Cr
₹0.79 Cr
Deepest Drawdown
−24.41%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
15.95%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 29% · M 38% · S 31%
L 21% · M 15% · S 62%
Number of Stocks
20
—
Portfolio P/E
49.58
—
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
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
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –