Portfolio Management Services (PMS)Compare Schemes
Karma Capital Magnolia vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Karma Capital Magnolia
ORO-Alpha Value
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%
0.44%
6 Months
8.00%
5.47%
1 Year
6.50%
6.35%
3 Years
11.40%
—
5 Years
—
—
Since Inception
13.00%
6.04%
Fund Age
3 yrs 6 mo
3 yrs 8 mo
AUM
₹9.42 Cr
₹1.28 Cr
Alpha – 1 Year
1.80%
3.37%
Alpha – 3 Years
−0.70%
—
Information Ratio – 3 Years
-0.20
—
Volatility – 1 Year
21.60%
17.26%
Volatility – 3 Years
16.09%
15.80%
Beta – 1 Year
1.19
0.95
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.17
0.12
Sharpe Ratio – 3 Years
0.37
0.10
Worst Rolling Year
8.82%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−17.53%
−17.83%
Recovery Period
122 days
Not yet recovered
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 42% · M 17% · S 27%
Number of Stocks
—
24
Portfolio P/E
—
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
—
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.1% / – / 0%
0% / 0% / 0%