Portfolio Management Services (PMS)Compare Schemes
First Global - Indian Multi Asset Allocation vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
First Global - Indian Multi Asset Allocation
Karma - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.49%
4.30%
6 Months
−0.27%
9.50%
1 Year
7.71%
10.30%
3 Years
8.88%
13.40%
5 Years
8.76%
13.85%
Since Inception
13.52%
12.90%
Fund Age
6 yrs 6 mo
19 yrs 8 mo
AUM
₹23.87 Cr
₹295.65 Cr
Alpha – 1 Year
0.17%
5.60%
Alpha – 3 Years
−2.38%
1.30%
Information Ratio – 3 Years
-0.16
0.46
Volatility – 1 Year
13.29%
20.18%
Volatility – 3 Years
12.09%
17.30%
Beta – 1 Year
1.31
1.09
Beta – 3 Years
1.39
1.05
Sharpe Ratio – 1 Year
0.23
0.32
Sharpe Ratio – 3 Years
0.33
0.49
Worst Rolling Year
8.03%
-20.52%
Value at Worst Rolling Year
₹1.08 Cr
₹0.79 Cr
Deepest Drawdown
−16.96%
−12.92%
Recovery Period
334 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
14.50%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
—
L 21% · M 15% · S 62%
Number of Stocks
66
—
Portfolio P/E
19.43
—
Top 5 Holdings
Nippon India ETF Gold BeES · 6.41%
ICICI Pru Banking and PSU Debt Fund - Direct (G) · 5.72%
ICICI Pru Dynamic Term Fund - Direct (G) · 5.72%
ICICI Pru Floating Interest Rates Fund-Direct (G) · 5.32%
Nippon India ETF Nifty Bank BeES · 4.01%
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
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –