Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Merisis Multicap Portfolio
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Merisis Multicap Portfolio
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%
3.02%
6 Months
9.50%
14.30%
1 Year
10.30%
18.52%
3 Years
13.40%
11.27%
5 Years
13.85%
8.98%
Since Inception
12.90%
16.57%
Fund Age
19 yrs 8 mo
6 yrs 6 mo
AUM
₹295.65 Cr
₹4.79 Cr
Alpha – 1 Year
5.60%
18.87%
Alpha – 3 Years
1.30%
2.27%
Information Ratio – 3 Years
0.46
0.39
Volatility – 1 Year
20.18%
19.72%
Volatility – 3 Years
17.30%
16.55%
Beta – 1 Year
1.09
1.05
Beta – 3 Years
1.05
0.99
Sharpe Ratio – 1 Year
0.32
0.68
Sharpe Ratio – 3 Years
0.49
0.41
Worst Rolling Year
-20.52%
3.70%
Value at Worst Rolling Year
₹0.79 Cr
₹1.04 Cr
Deepest Drawdown
−12.92%
−22.25%
Recovery Period
Not yet recovered
511 days
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
10.81%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 4% · S 64%
Number of Stocks
—
9
Portfolio P/E
—
13.20
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 · 14.62%
Tamilnad Mercantile Bank Ltd · 11.18%
Northern Arc Capital Ltd · 9.26%
Wockhardt Ltd · 8.90%
Glaxosmithkline Pharmaceuticals Ltd · 8.24%
Top Sectors
—
Financial Services · 34.78%
Healthcare · 17.14%
Automobile and Auto Components · 7.77%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%