Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Merisis Smartblend ETF
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Merisis Smartblend ETF
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%
0.11%
6 Months
9.50%
2.14%
1 Year
10.30%
23.87%
3 Years
13.40%
—
5 Years
13.85%
—
Since Inception
12.90%
23.48%
Fund Age
19 yrs 8 mo
12 mo
AUM
₹295.65 Cr
₹6.15 Cr
Alpha – 1 Year
5.60%
24.22%
Alpha – 3 Years
1.30%
—
Information Ratio – 3 Years
0.46
—
Volatility – 1 Year
20.18%
14.34%
Volatility – 3 Years
17.30%
—
Beta – 1 Year
1.09
0.74
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.32
1.21
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
-20.52%
—
Value at Worst Rolling Year
₹0.79 Cr
—
Deepest Drawdown
−12.92%
−11.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.46%
—
Median Rolling Year
16.95%
—
5-Year Rolling Windows Positive
98.31%
—
Market-Cap Mix
L 21% · M 15% · S 62%
L 15% · M 12% · S 21%
Number of Stocks
—
9
Portfolio P/E
—
97.80
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%
Nippon India ETF Nifty 50 BeES · 21.80%
Cash & Cash Equivalent · 15.75%
HDFC NIFTY Smallcap 250 ETF · 14.58%
IndiGrid Infrastructure Trust · 9.73%
Nippon India Nifty Pharma ETF · 8.23%
Top Sectors
—
Healthcare · 16.42%
Automobile and Auto Components · 13.80%
Financial Services · 11.16%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
– / 0% / 0%