Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Karma - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
4.30%
6 Months
32.15%
9.50%
1 Year
16.77%
10.30%
3 Years
19.00%
13.40%
5 Years
20.10%
13.85%
Since Inception
27.01%
12.90%
Fund Age
6 yrs 10 mo
19 yrs 8 mo
AUM
₹247.64 Cr
₹295.65 Cr
Alpha – 1 Year
13.79%
5.60%
Alpha – 3 Years
7.10%
1.30%
Information Ratio – 3 Years
0.30
0.46
Volatility – 1 Year
39.13%
20.18%
Volatility – 3 Years
29.47%
17.30%
Beta – 1 Year
1.87
1.09
Beta – 3 Years
1.36
1.05
Sharpe Ratio – 1 Year
0.42
0.32
Sharpe Ratio – 3 Years
0.55
0.49
Worst Rolling Year
15.03%
-20.52%
Value at Worst Rolling Year
₹1.15 Cr
₹0.79 Cr
Deepest Drawdown
−35.86%
−12.92%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
31.90%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
S 80%
L 21% · M 15% · S 62%
Number of Stocks
42
—
Portfolio P/E
42.30
—
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –