Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Marcellus - Kings of Capital
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%
0.50%
6 Months
9.50%
2.02%
1 Year
10.30%
0.60%
3 Years
13.40%
8.21%
5 Years
13.85%
5.75%
Since Inception
12.90%
9.73%
Fund Age
19 yrs 8 mo
6 yrs
AUM
₹295.65 Cr
₹128.19 Cr
Alpha – 1 Year
5.60%
1.03%
Alpha – 3 Years
1.30%
−0.36%
Information Ratio – 3 Years
0.46
0.12
Volatility – 1 Year
20.18%
19.24%
Volatility – 3 Years
17.30%
14.76%
Beta – 1 Year
1.09
1.13
Beta – 3 Years
1.05
0.95
Sharpe Ratio – 1 Year
0.32
-0.16
Sharpe Ratio – 3 Years
0.49
0.24
Worst Rolling Year
-20.52%
0.20%
Value at Worst Rolling Year
₹0.79 Cr
₹1.00 Cr
Deepest Drawdown
−12.92%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.46%
98.09%
Median Rolling Year
16.95%
8.37%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%