Portfolio Management Services (PMS)Compare Schemes
ASK - IEP vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
ASK - IEP
Karma - Wealth Builder
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
4.30%
6 Months
−4.32%
9.50%
1 Year
−3.76%
10.30%
3 Years
4.26%
13.40%
5 Years
5.30%
13.85%
Since Inception
15.06%
12.90%
Fund Age
16 yrs 6 mo
19 yrs 8 mo
AUM
₹6,178.21 Cr
₹295.65 Cr
Alpha – 1 Year
−6.74%
5.60%
Alpha – 3 Years
−7.62%
1.30%
Information Ratio – 3 Years
-1.54
0.46
Volatility – 1 Year
17.92%
20.18%
Volatility – 3 Years
14.61%
17.30%
Beta – 1 Year
0.98
1.09
Beta – 3 Years
0.91
1.05
Sharpe Ratio – 1 Year
-0.43
0.32
Sharpe Ratio – 3 Years
-0.01
0.49
Worst Rolling Year
-1.02%
-20.52%
Value at Worst Rolling Year
₹0.99 Cr
₹0.79 Cr
Deepest Drawdown
−20.59%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.47%
82.46%
Median Rolling Year
14.98%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 52% · M 27% · S 20%
L 21% · M 15% · S 62%
Number of Stocks
34
—
Portfolio P/E
33.48
—
Top 5 Holdings
Kotak Mahindra Bank Ltd · 7.51%
Reliance Industries Ltd · 6.64%
Mahindra & Mahindra Financial Services Ltd · 6.38%
Bajaj Finserv Ltd · 6.28%
Tata Consultancy Services Ltd · 5.57%
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 · 28.24%
Capital Goods · 17.21%
Healthcare · 10.88%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 1%
1% / – / –