Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.30%
0.97%
6 Months
9.50%
6.33%
1 Year
10.30%
−0.99%
3 Years
13.40%
6.26%
5 Years
13.85%
6.47%
Since Inception
12.90%
5.18%
Fund Age
19 yrs 8 mo
19 yrs 5 mo
AUM
₹295.65 Cr
₹95.89 Cr
Alpha – 1 Year
5.60%
2.51%
Alpha – 3 Years
1.30%
−2.73%
Information Ratio – 3 Years
0.46
-0.10
Volatility – 1 Year
20.18%
20.93%
Volatility – 3 Years
17.30%
17.77%
Beta – 1 Year
1.09
1.14
Beta – 3 Years
1.05
1.05
Sharpe Ratio – 1 Year
0.32
-0.20
Sharpe Ratio – 3 Years
0.49
0.23
Worst Rolling Year
-20.52%
-21.50%
Value at Worst Rolling Year
₹0.79 Cr
₹0.79 Cr
Deepest Drawdown
−12.92%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.46%
74.63%
Median Rolling Year
16.95%
10.39%
5-Year Rolling Windows Positive
98.31%
82.76%
Market-Cap Mix
L 21% · M 15% · S 62%
L 77% · M 12% · S 11%
Number of Stocks
—
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
—
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%