Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.30%
0.53%
6 Months
9.50%
5.22%
1 Year
10.30%
8.94%
3 Years
13.40%
10.33%
5 Years
13.85%
10.77%
Since Inception
12.90%
10.49%
Fund Age
19 yrs 8 mo
9 yrs 9 mo
AUM
₹295.65 Cr
₹67.62 Cr
Alpha – 1 Year
5.60%
−0.44%
Alpha – 3 Years
1.30%
0.76%
Information Ratio – 3 Years
0.46
0.44
Volatility – 1 Year
20.18%
2.31%
Volatility – 3 Years
17.30%
1.38%
Beta – 1 Year
1.09
0.41
Beta – 3 Years
1.05
0.46
Sharpe Ratio – 1 Year
0.32
1.46
Sharpe Ratio – 3 Years
0.49
3.36
Worst Rolling Year
-20.52%
9.87%
Value at Worst Rolling Year
₹0.79 Cr
₹1.10 Cr
Deepest Drawdown
−12.92%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
10.78%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
—
Number of Stocks
—
17
Portfolio P/E
—
—
Top 5 Holdings
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
—
Others · 99.75%
Government · 0.23%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%