Portfolio Management Services (PMS)Compare Schemes
Karma Capital Magnolia vs Ksema - Future Frontier Portfolio
Add SchemeGrowth of ₹1 Crore
Karma Capital Magnolia
Ksema - Future Frontier Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.10%
3.35%
6 Months
8.00%
27.55%
1 Year
6.50%
—
3 Years
11.40%
—
5 Years
—
—
Since Inception
13.00%
23.98%
Fund Age
3 yrs 6 mo
7 mo
AUM
₹9.42 Cr
₹3.83 Cr
Alpha – 1 Year
1.80%
—
Alpha – 3 Years
−0.70%
—
Information Ratio – 3 Years
-0.20
—
Volatility – 1 Year
21.60%
—
Volatility – 3 Years
16.09%
—
Beta – 1 Year
1.19
—
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.17
—
Sharpe Ratio – 3 Years
0.37
—
Worst Rolling Year
8.82%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−17.53%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.10%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 51% · M 15% · S 33%
L 18% · M 24% · S 55%
Number of Stocks
—
32
Portfolio P/E
—
49.25
Top 5 Holdings
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%
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
Top Sectors
—
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.1% / – / 0%
3% / 2% / 1%