Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Karma - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
4.30%
6 Months
25.00%
9.50%
1 Year
17.14%
10.30%
3 Years
16.20%
13.40%
5 Years
15.34%
13.85%
Since Inception
19.60%
12.90%
Fund Age
7 yrs 3 mo
19 yrs 8 mo
AUM
₹127.23 Cr
₹295.65 Cr
Alpha – 1 Year
12.42%
5.60%
Alpha – 3 Years
4.43%
1.30%
Information Ratio – 3 Years
0.38
0.46
Volatility – 1 Year
23.12%
20.18%
Volatility – 3 Years
20.20%
17.30%
Beta – 1 Year
1.18
1.09
Beta – 3 Years
1.05
1.05
Sharpe Ratio – 1 Year
0.56
0.32
Sharpe Ratio – 3 Years
0.61
0.49
Worst Rolling Year
13.55%
-20.52%
Value at Worst Rolling Year
₹1.14 Cr
₹0.79 Cr
Deepest Drawdown
−26.74%
−12.92%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
20.50%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 26% · M 19% · S 50%
L 21% · M 15% · S 62%
Number of Stocks
101
—
Portfolio P/E
52.20
—
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –