Portfolio Management Services (PMS)Compare Schemes
Karma Capital Magnolia vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Karma Capital Magnolia
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.10%
0.30%
6 Months
8.00%
26.99%
1 Year
6.50%
26.29%
3 Years
11.40%
27.01%
5 Years
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Since Inception
13.00%
35.84%
Fund Age
3 yrs 6 mo
4 yrs 3 mo
AUM
₹9.42 Cr
₹521.91 Cr
Alpha – 1 Year
1.80%
28.33%
Alpha – 3 Years
−0.70%
20.36%
Information Ratio – 3 Years
-0.20
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Volatility – 1 Year
21.60%
31.27%
Volatility – 3 Years
16.09%
25.96%
Beta – 1 Year
1.19
—
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.17
0.72
Sharpe Ratio – 3 Years
0.37
0.85
Worst Rolling Year
8.82%
27.02%
Value at Worst Rolling Year
₹1.09 Cr
₹1.27 Cr
Deepest Drawdown
−17.53%
−26.38%
Recovery Period
122 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.10%
36.88%
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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49
Portfolio P/E
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21.17
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
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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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