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FIRST--Conservative strategy vs Karma Capital Magnolia

FIRST--Conservative strategy

Karma Capital Magnolia

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Growth of ₹1 Crore

FIRST--Conservative strategy

Karma Capital Magnolia

Return for the risk

3 yrs return

10%

15%

Karma Capital Magnolia

11.4% • vol 16.1%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.40%

0.10%

6 Months

3.69%

8.00%

1 Year

7.91%

6.50%

3 Years

—

11.40%

5 Years

—

Since Inception

8.72%

13.00%

Fund Age

2 yrs 2 mo

3 yrs 6 mo

AUM

₹14.07 Cr

₹9.42 Cr

Alpha – 1 Year

2.71%

1.80%

Alpha – 3 Years

—

−0.70%

Information Ratio – 3 Years

—

-0.20

Volatility – 1 Year

1.00%

21.60%

Volatility – 3 Years

—

16.09%

Beta – 1 Year

0.34

1.19

Beta – 3 Years

—

0.99

Sharpe Ratio – 1 Year

2.29

0.17

Sharpe Ratio – 3 Years

—

0.37

Worst Rolling Year

—

8.82%

Value at Worst Rolling Year

—

₹1.09 Cr

Deepest Drawdown

—

−17.53%

Recovery Period

—

122 days

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

13.10%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 51% · M 15% · S 33%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

ICICI Bank Ltd · 5.80%

Bajaj Finance Ltd · 5.80%

Cholamandalam Investment & Finance Company Ltd · 5.10%

HDFC Bank Ltd · 4.90%

Piramal Finance Ltd · 4.60%

Top Sectors

—

Fixed Fee

0.75% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

0.1% / – / 0%

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