Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.30%
0.25%
6 Months
9.50%
15.19%
1 Year
10.30%
3.21%
3 Years
13.40%
19.65%
5 Years
13.85%
—
Since Inception
12.90%
25.09%
Fund Age
19 yrs 8 mo
3 yrs 5 mo
AUM
₹295.65 Cr
₹4,148.34 Cr
Alpha – 1 Year
5.60%
0.23%
Alpha – 3 Years
1.30%
7.77%
Information Ratio – 3 Years
0.46
0.62
Volatility – 1 Year
20.18%
21.54%
Volatility – 3 Years
17.30%
22.15%
Beta – 1 Year
1.09
1.06
Beta – 3 Years
1.05
1.15
Sharpe Ratio – 1 Year
0.32
-0.01
Sharpe Ratio – 3 Years
0.49
0.68
Worst Rolling Year
-20.52%
19.49%
Value at Worst Rolling Year
₹0.79 Cr
₹1.19 Cr
Deepest Drawdown
−12.92%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
21.76%
5-Year Rolling Windows Positive
98.31%
—
Market-Cap Mix
L 21% · M 15% · S 62%
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 0% / 0%