Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Karma - Wealth Builder
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
4.30%
6 Months
10.60%
9.50%
1 Year
2.51%
10.30%
3 Years
7.68%
13.40%
5 Years
9.38%
13.85%
Since Inception
10.51%
12.90%
Fund Age
9 yrs 6 mo
19 yrs 8 mo
AUM
₹804.15 Cr
₹295.65 Cr
Alpha – 1 Year
2.94%
5.60%
Alpha – 3 Years
−0.89%
1.30%
Information Ratio – 3 Years
-0.08
0.46
Volatility – 1 Year
21.76%
20.18%
Volatility – 3 Years
17.30%
17.30%
Beta – 1 Year
1.23
1.09
Beta – 3 Years
1.08
1.05
Sharpe Ratio – 1 Year
-0.04
0.32
Sharpe Ratio – 3 Years
0.20
0.49
Worst Rolling Year
-3.22%
-20.52%
Value at Worst Rolling Year
₹0.97 Cr
₹0.79 Cr
Deepest Drawdown
−26.72%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
82.46%
Median Rolling Year
12.69%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 26% · M 6% · S 61%
L 21% · M 15% · S 62%
Number of Stocks
42
—
Portfolio P/E
35.23
—
Top 5 Holdings
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
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 · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –