Portfolio Management Services (PMS)Compare Schemes
Invesco - Caterpillar vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Invesco - Caterpillar
Karma - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.09%
4.30%
6 Months
12.77%
9.50%
1 Year
18.71%
10.30%
3 Years
16.31%
13.40%
5 Years
16.50%
13.85%
Since Inception
12.31%
12.90%
Fund Age
20 yrs 2 mo
19 yrs 8 mo
AUM
₹81.03 Cr
₹295.65 Cr
Alpha – 1 Year
13.99%
5.60%
Alpha – 3 Years
4.22%
1.30%
Information Ratio – 3 Years
0.46
0.46
Volatility – 1 Year
18.60%
20.18%
Volatility – 3 Years
18.73%
17.30%
Beta – 1 Year
0.98
1.09
Beta – 3 Years
1.07
1.05
Sharpe Ratio – 1 Year
0.73
0.32
Sharpe Ratio – 3 Years
0.63
0.49
Worst Rolling Year
-17.65%
-20.52%
Value at Worst Rolling Year
₹0.82 Cr
₹0.79 Cr
Deepest Drawdown
−25.73%
−12.92%
Recovery Period
498 days
Not yet recovered
1-Year Rolling Windows Positive
76.16%
82.46%
Median Rolling Year
14.50%
16.95%
5-Year Rolling Windows Positive
86.34%
98.31%
Market-Cap Mix
L 18% · M 28% · S 49%
L 21% · M 15% · S 62%
Number of Stocks
23
—
Portfolio P/E
43.00
—
Top 5 Holdings
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
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 · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –