Portfolio Management Services (PMS)Compare Schemes
Helios - India Rising PMS vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Helios - India Rising PMS
Karma - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.02%
4.30%
6 Months
5.63%
9.50%
1 Year
4.60%
10.30%
3 Years
14.51%
13.40%
5 Years
12.90%
13.85%
Since Inception
19.56%
12.90%
Fund Age
6 yrs 4 mo
19 yrs 8 mo
AUM
₹1,566.43 Cr
₹295.65 Cr
Alpha – 1 Year
1.62%
5.60%
Alpha – 3 Years
2.62%
1.30%
Information Ratio – 3 Years
0.58
0.46
Volatility – 1 Year
21.65%
20.18%
Volatility – 3 Years
16.64%
17.30%
Beta – 1 Year
1.18
1.09
Beta – 3 Years
1.02
1.05
Sharpe Ratio – 1 Year
0.06
0.32
Sharpe Ratio – 3 Years
0.58
0.49
Worst Rolling Year
12.32%
-20.52%
Value at Worst Rolling Year
₹1.12 Cr
₹0.79 Cr
Deepest Drawdown
−20.60%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
19.14%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 41% · M 24% · S 29%
L 21% · M 15% · S 62%
Number of Stocks
42
—
Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –