Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite 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
0.11%
4.30%
6 Months
10.76%
9.50%
1 Year
8.14%
10.30%
3 Years
7.76%
13.40%
5 Years
10.03%
13.85%
Since Inception
11.69%
12.90%
Fund Age
6 yrs 8 mo
19 yrs 8 mo
AUM
₹87.23 Cr
₹295.65 Cr
Alpha – 1 Year
8.57%
5.60%
Alpha – 3 Years
−0.81%
1.30%
Information Ratio – 3 Years
0.02
0.46
Volatility – 1 Year
23.09%
20.18%
Volatility – 3 Years
18.26%
17.30%
Beta – 1 Year
1.29
1.09
Beta – 3 Years
1.11
1.05
Sharpe Ratio – 1 Year
0.21
0.32
Sharpe Ratio – 3 Years
0.22
0.49
Worst Rolling Year
6.59%
-20.52%
Value at Worst Rolling Year
₹1.07 Cr
₹0.79 Cr
Deepest Drawdown
−25.42%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
13.94%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 19% · M 1% · S 70%
L 21% · M 15% · S 62%
Number of Stocks
41
—
Portfolio P/E
25.23
—
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –