Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
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
3.39%
4.30%
6 Months
19.31%
9.50%
1 Year
11.21%
10.30%
3 Years
13.34%
13.40%
5 Years
15.02%
13.85%
Since Inception
17.08%
12.90%
Fund Age
5 yrs 4 mo
19 yrs 8 mo
AUM
₹135.65 Cr
₹295.65 Cr
Alpha – 1 Year
6.49%
5.60%
Alpha – 3 Years
1.25%
1.30%
Information Ratio – 3 Years
0.12
0.46
Volatility – 1 Year
20.71%
20.18%
Volatility – 3 Years
17.79%
17.30%
Beta – 1 Year
1.05
1.09
Beta – 3 Years
0.97
1.05
Sharpe Ratio – 1 Year
0.35
0.32
Sharpe Ratio – 3 Years
0.50
0.49
Worst Rolling Year
12.49%
-20.52%
Value at Worst Rolling Year
₹1.12 Cr
₹0.79 Cr
Deepest Drawdown
−25.10%
−12.92%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
19.71%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 18% · M 24% · S 55%
L 21% · M 15% · S 62%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
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
—
—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –