Portfolio Management Services (PMS)Compare Schemes
Karma Capital Magnolia vs MoneyGrow Asset--Bespoke
Add SchemeGrowth of ₹1 Crore
Karma Capital Magnolia
MoneyGrow Asset--Bespoke
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%
4.54%
6 Months
8.00%
22.22%
1 Year
6.50%
18.30%
3 Years
11.40%
15.67%
5 Years
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Since Inception
13.00%
20.11%
Fund Age
3 yrs 6 mo
3 yrs 4 mo
AUM
₹9.42 Cr
₹135.39 Cr
Alpha – 1 Year
1.80%
11.45%
Alpha – 3 Years
−0.70%
4.63%
Information Ratio – 3 Years
-0.20
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Volatility – 1 Year
21.60%
34.13%
Volatility – 3 Years
16.09%
22.86%
Beta – 1 Year
1.19
2.68
Beta – 3 Years
0.99
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Sharpe Ratio – 1 Year
0.17
0.49
Sharpe Ratio – 3 Years
0.37
0.52
Worst Rolling Year
8.82%
12.96%
Value at Worst Rolling Year
₹1.09 Cr
₹1.13 Cr
Deepest Drawdown
−17.53%
−27.31%
Recovery Period
122 days
77 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.10%
15.16%
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%
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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%
3% / 2% / 1%