Portfolio Management Services (PMS)Compare Schemes
ASK - FOP vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
ASK - FOP
Karma - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.10%
4.30%
6 Months
−7.28%
9.50%
1 Year
1.15%
10.30%
3 Years
9.13%
13.40%
5 Years
7.36%
13.85%
Since Inception
8.07%
12.90%
Fund Age
8 yrs 1 mo
19 yrs 8 mo
AUM
₹172.71 Cr
₹295.65 Cr
Alpha – 1 Year
1.58%
5.60%
Alpha – 3 Years
0.57%
1.30%
Information Ratio – 3 Years
0.09
0.46
Volatility – 1 Year
24.79%
20.18%
Volatility – 3 Years
18.71%
17.30%
Beta – 1 Year
1.50
1.09
Beta – 3 Years
1.16
1.05
Sharpe Ratio – 1 Year
-0.05
0.32
Sharpe Ratio – 3 Years
0.27
0.49
Worst Rolling Year
0.74%
-20.52%
Value at Worst Rolling Year
₹1.01 Cr
₹0.79 Cr
Deepest Drawdown
−19.52%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.89%
82.46%
Median Rolling Year
10.27%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 52% · M 17% · S 30%
L 21% · M 15% · S 62%
Number of Stocks
23
—
Portfolio P/E
21.42
—
Top 5 Holdings
HDFC Bank Ltd · 14.03%
ICICI Bank Ltd · 12.47%
Bandhan Bank Ltd · 7.36%
RBL Bank Ltd · 6.07%
Home First Finance Company India Ltd · 5.20%
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 · 99.31%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –