Portfolio Management Services (PMS)Compare Schemes
ASK core Portfolio vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
ASK core Portfolio
Karma - Wealth Builder
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.84%
4.30%
6 Months
−7.36%
9.50%
1 Year
−4.21%
10.30%
3 Years
—
13.40%
5 Years
—
13.85%
Since Inception
−4.18%
12.90%
Fund Age
12 mo
19 yrs 8 mo
AUM
₹139.3 Cr
₹295.65 Cr
Alpha – 1 Year
−3.78%
5.60%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
16.33%
20.18%
Volatility – 3 Years
—
17.30%
Beta – 1 Year
1.01
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
-0.52
0.32
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-20.52%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
−16.12%
−12.92%
Recovery Period
Not yet recovered
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 76% · M 10% · S 10%
L 21% · M 15% · S 62%
Number of Stocks
15
—
Portfolio P/E
28.49
—
Top 5 Holdings
HDFC Bank Ltd · 9.77%
Reliance Industries Ltd · 9.44%
Bajaj Finserv Ltd · 9.17%
Nestle India Ltd · 8.72%
Kotak Mahindra Bank Ltd · 8.56%
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 · 34.81%
Construction · 10.70%
Capital Goods · 10.46%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –