Portfolio Management Services (PMS)Compare Schemes
Hanut - Fundamental Quant vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Hanut - Fundamental Quant
Karma - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.57%
4.30%
6 Months
13.27%
9.50%
1 Year
19.25%
10.30%
3 Years
19.26%
13.40%
5 Years
12.69%
13.85%
Since Inception
18.49%
12.90%
Fund Age
7 yrs 3 mo
19 yrs 8 mo
AUM
₹40.18 Cr
₹295.65 Cr
Alpha – 1 Year
14.53%
5.60%
Alpha – 3 Years
7.17%
1.30%
Information Ratio – 3 Years
0.70
0.46
Volatility – 1 Year
26.49%
20.18%
Volatility – 3 Years
18.75%
17.30%
Beta – 1 Year
1.37
1.09
Beta – 3 Years
1.06
1.05
Sharpe Ratio – 1 Year
0.59
0.32
Sharpe Ratio – 3 Years
0.71
0.49
Worst Rolling Year
12.14%
-20.52%
Value at Worst Rolling Year
₹1.12 Cr
₹0.79 Cr
Deepest Drawdown
−15.45%
−12.92%
Recovery Period
24 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
20.15%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 13% · M 41% · S 44%
L 21% · M 15% · S 62%
Number of Stocks
36
—
Portfolio P/E
41.94
—
Top 5 Holdings
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
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
Financial Services · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –