Portfolio Management Services (PMS)Compare Schemes
Karma Capital Magnolia vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Karma Capital Magnolia
Oro-alpha compounders
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%
2.98%
6 Months
8.00%
−0.13%
1 Year
6.50%
−2.80%
3 Years
11.40%
13.20%
5 Years
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Since Inception
13.00%
13.51%
Fund Age
3 yrs 6 mo
3 yrs 8 mo
AUM
₹9.42 Cr
₹30.6 Cr
Alpha – 1 Year
1.80%
−5.78%
Alpha – 3 Years
−0.70%
1.30%
Information Ratio – 3 Years
-0.20
0.16
Volatility – 1 Year
21.60%
16.62%
Volatility – 3 Years
16.09%
16.99%
Beta – 1 Year
1.19
0.93
Beta – 3 Years
0.99
1.05
Sharpe Ratio – 1 Year
0.17
-0.42
Sharpe Ratio – 3 Years
0.37
0.50
Worst Rolling Year
8.82%
13.00%
Value at Worst Rolling Year
₹1.09 Cr
₹1.13 Cr
Deepest Drawdown
−17.53%
−20.23%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.10%
17.04%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 51% · M 15% · S 33%
L 44% · M 26% · S 17%
Number of Stocks
—
24
Portfolio P/E
—
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
—
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.1% / – / 0%
0% / 0% / 0%