Portfolio Management Services (PMS)Compare Schemes
JM-Apex vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
JM-Apex
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
5.10%
4.30%
6 Months
17.39%
9.50%
1 Year
20.93%
10.30%
3 Years
17.01%
13.40%
5 Years
—
13.85%
Since Inception
19.54%
12.90%
Fund Age
3 yrs 6 mo
19 yrs 8 mo
AUM
₹615.02 Cr
₹295.65 Cr
Alpha – 1 Year
16.21%
5.60%
Alpha – 3 Years
4.92%
1.30%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
19.36%
20.18%
Volatility – 3 Years
18.51%
17.30%
Beta – 1 Year
1.01
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.81
0.32
Sharpe Ratio – 3 Years
0.72
0.49
Worst Rolling Year
—
-20.52%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
−14.79%
−12.92%
Recovery Period
45 days
Not yet recovered
1-Year Rolling Windows Positive
—
82.46%
Median Rolling Year
—
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
—
L 21% · M 15% · S 62%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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)
3% / 2% / 0%
1% / – / –