Portfolio Management Services (PMS)Compare Schemes
Karma Capital Magnolia vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Karma Capital Magnolia
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.10%
4.61%
6 Months
8.00%
3.41%
1 Year
6.50%
20.00%
3 Years
11.40%
24.29%
5 Years
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Since Inception
13.00%
15.71%
Fund Age
3 yrs 6 mo
4 yrs 7 mo
AUM
₹9.42 Cr
₹129.22 Cr
Alpha – 1 Year
1.80%
15.28%
Alpha – 3 Years
−0.70%
12.20%
Information Ratio – 3 Years
-0.20
1.16
Volatility – 1 Year
21.60%
22.01%
Volatility – 3 Years
16.09%
22.99%
Beta – 1 Year
1.19
0.67
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
0.17
0.70
Sharpe Ratio – 3 Years
0.37
1.11
Worst Rolling Year
8.82%
13.28%
Value at Worst Rolling Year
₹1.09 Cr
₹1.13 Cr
Deepest Drawdown
−17.53%
−27.23%
Recovery Period
122 days
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.10%
25.12%
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%
Hindustan Aeronautics Ltd · 12.57%
Cigniti Technologies Ltd · 7.17%
Tata Investment Corporation Ltd · 6.84%
Tube Investments of India Ltd · 6.13%
Power Finance Corporation Ltd · 6.10%
Top Sectors
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Fixed Fee
2.00% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.1% / – / 0%
0% / 0% / 0%