Portfolio Management Services (PMS)Compare Schemes
Eureka signature approach vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Eureka signature approach
Karma - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
4.30%
6 Months
8.20%
9.50%
1 Year
10.87%
10.30%
3 Years
16.09%
13.40%
5 Years
14.49%
13.85%
Since Inception
9.93%
12.90%
Fund Age
8 yrs 9 mo
19 yrs 8 mo
AUM
₹64.23 Cr
₹295.65 Cr
Alpha – 1 Year
7.11%
5.60%
Alpha – 3 Years
5.20%
1.30%
Information Ratio – 3 Years
0.63
0.46
Volatility – 1 Year
21.13%
20.18%
Volatility – 3 Years
19.82%
17.30%
Beta – 1 Year
1.16
1.09
Beta – 3 Years
1.20
1.05
Sharpe Ratio – 1 Year
0.35
0.32
Sharpe Ratio – 3 Years
0.59
0.49
Worst Rolling Year
-6.69%
-20.52%
Value at Worst Rolling Year
₹0.93 Cr
₹0.79 Cr
Deepest Drawdown
−22.93%
−12.92%
Recovery Period
496 days
Not yet recovered
1-Year Rolling Windows Positive
90.85%
82.46%
Median Rolling Year
19.50%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 25% · M 25% · S 42%
L 21% · M 15% · S 62%
Number of Stocks
42
—
Portfolio P/E
23.92
—
Top 5 Holdings
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / –
1% / – / –