Portfolio Management Services (PMS)Compare Schemes
Karma Capital Magnolia vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Karma Capital Magnolia
Wave-Bloom
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%
−0.67%
6 Months
8.00%
−7.55%
1 Year
6.50%
0.34%
3 Years
11.40%
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5 Years
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Since Inception
13.00%
12.70%
Fund Age
3 yrs 6 mo
2 yrs 3 mo
AUM
₹9.42 Cr
₹7.52 Cr
Alpha – 1 Year
1.80%
−2.64%
Alpha – 3 Years
−0.70%
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Information Ratio – 3 Years
-0.20
—
Volatility – 1 Year
21.60%
8.98%
Volatility – 3 Years
16.09%
—
Beta – 1 Year
1.19
0.39
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.17
-0.50
Sharpe Ratio – 3 Years
0.37
—
Worst Rolling Year
8.82%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−17.53%
−10.25%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.10%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 51% · M 15% · S 33%
L 71% · M 18% · S 10%
Number of Stocks
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10
Portfolio P/E
—
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
2.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0.1% / – / 0%
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