Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Marcellus - Rising Giants
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%
0.40%
6 Months
9.50%
4.60%
1 Year
10.30%
−5.85%
3 Years
13.40%
5.64%
5 Years
13.85%
—
Since Inception
12.90%
−0.46%
Fund Age
19 yrs 8 mo
4 yrs 7 mo
AUM
₹295.65 Cr
₹87.75 Cr
Alpha – 1 Year
5.60%
−8.83%
Alpha – 3 Years
1.30%
−6.25%
Information Ratio – 3 Years
0.46
-0.73
Volatility – 1 Year
20.18%
16.46%
Volatility – 3 Years
17.30%
15.18%
Beta – 1 Year
1.09
0.88
Beta – 3 Years
1.05
0.84
Sharpe Ratio – 1 Year
0.32
-0.62
Sharpe Ratio – 3 Years
0.49
0.08
Worst Rolling Year
-20.52%
-2.49%
Value at Worst Rolling Year
₹0.79 Cr
₹0.98 Cr
Deepest Drawdown
−12.92%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.46%
87.97%
Median Rolling Year
16.95%
5.97%
5-Year Rolling Windows Positive
98.31%
—
Market-Cap Mix
L 21% · M 15% · S 62%
M 4% · S 79%
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 0% / 0%