Portfolio Management Services (PMS)Compare Schemes
Geojit - Ethical Portfolio vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Geojit - Ethical Portfolio
Karma - Wealth Builder
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
4.30%
6 Months
9.02%
9.50%
1 Year
1.62%
10.30%
3 Years
4.68%
13.40%
5 Years
—
13.85%
Since Inception
5.77%
12.90%
Fund Age
4 yrs 7 mo
19 yrs 8 mo
AUM
₹13.09 Cr
₹295.65 Cr
Alpha – 1 Year
−3.10%
5.60%
Alpha – 3 Years
−7.41%
1.30%
Information Ratio – 3 Years
-1.02
0.46
Volatility – 1 Year
18.69%
20.18%
Volatility – 3 Years
17.05%
17.30%
Beta – 1 Year
0.99
1.09
Beta – 3 Years
1.00
1.05
Sharpe Ratio – 1 Year
-0.11
0.32
Sharpe Ratio – 3 Years
0.01
0.49
Worst Rolling Year
2.83%
-20.52%
Value at Worst Rolling Year
₹1.03 Cr
₹0.79 Cr
Deepest Drawdown
−28.39%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
7.57%
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 33% · M 17% · S 45%
L 21% · M 15% · S 62%
Number of Stocks
30
—
Portfolio P/E
—
—
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
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
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –