Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Kotak India Focus Portfolio - series I
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.30%
2.41%
6 Months
9.50%
2.04%
1 Year
10.30%
13.04%
3 Years
13.40%
15.74%
5 Years
13.85%
14.15%
Since Inception
12.90%
15.13%
Fund Age
19 yrs 8 mo
14 yrs 1 mo
AUM
₹295.65 Cr
₹850.7 Cr
Alpha – 1 Year
5.60%
13.39%
Alpha – 3 Years
1.30%
6.74%
Information Ratio – 3 Years
0.46
1.02
Volatility – 1 Year
20.18%
18.01%
Volatility – 3 Years
17.30%
15.42%
Beta – 1 Year
1.09
1.04
Beta – 3 Years
1.05
0.99
Sharpe Ratio – 1 Year
0.32
0.48
Sharpe Ratio – 3 Years
0.49
0.76
Worst Rolling Year
-20.52%
-19.06%
Value at Worst Rolling Year
₹0.79 Cr
₹0.81 Cr
Deepest Drawdown
−12.92%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
82.46%
83.40%
Median Rolling Year
16.95%
18.72%
5-Year Rolling Windows Positive
98.31%
95.45%
Market-Cap Mix
L 21% · M 15% · S 62%
L 53% · M 28% · S 13%
Number of Stocks
—
—
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1% / 0%