Portfolio Management Services (PMS)Compare Schemes
Edelweiss - Focused Mid & Small Cap vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Edelweiss - Focused Mid & Small Cap
Karma - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.36%
4.30%
6 Months
18.59%
9.50%
1 Year
13.77%
10.30%
3 Years
9.52%
13.40%
5 Years
8.40%
13.85%
Since Inception
10.24%
12.90%
Fund Age
11 yrs
19 yrs 8 mo
AUM
₹20.83 Cr
₹295.65 Cr
Alpha – 1 Year
14.12%
5.60%
Alpha – 3 Years
0.53%
1.30%
Information Ratio – 3 Years
0.07
0.46
Volatility – 1 Year
22.14%
20.18%
Volatility – 3 Years
20.01%
17.30%
Beta – 1 Year
1.14
1.09
Beta – 3 Years
1.14
1.05
Sharpe Ratio – 1 Year
0.45
0.32
Sharpe Ratio – 3 Years
0.29
0.49
Worst Rolling Year
-15.27%
-20.52%
Value at Worst Rolling Year
₹0.85 Cr
₹0.79 Cr
Deepest Drawdown
−27.52%
−12.92%
Recovery Period
441 days
Not yet recovered
1-Year Rolling Windows Positive
76.89%
82.46%
Median Rolling Year
10.76%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 7% · M 9% · S 77%
L 21% · M 15% · S 62%
Number of Stocks
25
—
Portfolio P/E
29.80
—
Top 5 Holdings
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
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 · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –