Portfolio Management Services (PMS)Compare Schemes
Karma Capital Magnolia vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Karma Capital Magnolia
MOAT - Emerging Moat
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%
2.64%
6 Months
8.00%
5.29%
1 Year
6.50%
2.64%
3 Years
11.40%
8.64%
5 Years
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Since Inception
13.00%
12.31%
Fund Age
3 yrs 6 mo
3 yrs 11 mo
AUM
₹9.42 Cr
₹56.94 Cr
Alpha – 1 Year
1.80%
−2.08%
Alpha – 3 Years
−0.70%
−3.45%
Information Ratio – 3 Years
-0.20
-0.33
Volatility – 1 Year
21.60%
19.56%
Volatility – 3 Years
16.09%
17.76%
Beta – 1 Year
1.19
1.08
Beta – 3 Years
0.99
1.07
Sharpe Ratio – 1 Year
0.17
-0.05
Sharpe Ratio – 3 Years
0.37
0.31
Worst Rolling Year
8.82%
8.64%
Value at Worst Rolling Year
₹1.09 Cr
₹1.09 Cr
Deepest Drawdown
−17.53%
−25.57%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.10%
14.83%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 51% · M 15% · S 33%
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Number of Stocks
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Portfolio P/E
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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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
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Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.1% / – / 0%
0% / 0% / 0%