Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Karma Capital Magnolia
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Karma Capital Magnolia
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
−3.33%
0.10%
6 Months
24.60%
8.00%
1 Year
7.56%
6.50%
3 Years
20.98%
11.40%
5 Years
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—
Since Inception
24.10%
13.00%
Fund Age
4 yrs 4 mo
3 yrs 6 mo
AUM
₹3.89 Cr
₹9.42 Cr
Alpha – 1 Year
4.58%
1.80%
Alpha – 3 Years
9.08%
−0.70%
Information Ratio – 3 Years
0.07
-0.20
Volatility – 1 Year
32.74%
21.60%
Volatility – 3 Years
27.24%
16.09%
Beta – 1 Year
1.49
1.19
Beta – 3 Years
1.30
0.99
Sharpe Ratio – 1 Year
0.20
0.17
Sharpe Ratio – 3 Years
0.49
0.37
Worst Rolling Year
17.91%
8.82%
Value at Worst Rolling Year
₹1.18 Cr
₹1.09 Cr
Deepest Drawdown
−34.40%
−17.53%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
13.10%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 51% · M 15% · S 33%
Number of Stocks
27
—
Portfolio P/E
52.77
—
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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
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—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.1% / – / 0%