Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Motilal Oswal - NTDOP
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%
3.69%
6 Months
9.50%
8.66%
1 Year
10.30%
4.44%
3 Years
13.40%
14.48%
5 Years
13.85%
8.94%
Since Inception
12.90%
14.23%
Fund Age
19 yrs 8 mo
18 yrs 11 mo
AUM
₹295.65 Cr
₹4,562.38 Cr
Alpha – 1 Year
5.60%
1.46%
Alpha – 3 Years
1.30%
2.60%
Information Ratio – 3 Years
0.46
0.08
Volatility – 1 Year
20.18%
20.33%
Volatility – 3 Years
17.30%
19.22%
Beta – 1 Year
1.09
1.12
Beta – 3 Years
1.05
1.12
Sharpe Ratio – 1 Year
0.32
0.00
Sharpe Ratio – 3 Years
0.49
0.51
Worst Rolling Year
-20.52%
-6.78%
Value at Worst Rolling Year
₹0.79 Cr
₹0.93 Cr
Deepest Drawdown
−12.92%
−26.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.46%
96.01%
Median Rolling Year
16.95%
15.06%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 16% · M 42% · S 38%
Number of Stocks
—
33
Portfolio P/E
—
40.71
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%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
—
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 0% / 0%