Portfolio Management Services (PMS)Compare Schemes
Care PMS - Growth Plus Value Strategy vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Care PMS - Growth Plus Value Strategy
Karma - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.27%
4.30%
6 Months
11.91%
9.50%
1 Year
10.06%
10.30%
3 Years
13.81%
13.40%
5 Years
13.88%
13.85%
Since Inception
20.20%
12.90%
Fund Age
15 yrs 1 mo
19 yrs 8 mo
AUM
₹980.13 Cr
₹295.65 Cr
Alpha – 1 Year
5.36%
5.60%
Alpha – 3 Years
1.71%
1.30%
Information Ratio – 3 Years
0.21
0.46
Volatility – 1 Year
18.76%
20.18%
Volatility – 3 Years
19.39%
17.30%
Beta – 1 Year
0.98
1.09
Beta – 3 Years
1.05
1.05
Sharpe Ratio – 1 Year
0.32
0.32
Sharpe Ratio – 3 Years
0.49
0.49
Worst Rolling Year
-23.74%
-20.52%
Value at Worst Rolling Year
₹0.76 Cr
₹0.79 Cr
Deepest Drawdown
−24.32%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
84.14%
82.46%
Median Rolling Year
24.84%
16.95%
5-Year Rolling Windows Positive
95.08%
98.31%
Market-Cap Mix
L 9% · M 13% · S 73%
L 21% · M 15% · S 62%
Number of Stocks
20
—
Portfolio P/E
22.60
—
Top 5 Holdings
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
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
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –