Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Motilal Oswal - Value Migration
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%
0.78%
6 Months
9.50%
11.75%
1 Year
10.30%
−2.37%
3 Years
13.40%
17.81%
5 Years
13.85%
14.66%
Since Inception
12.90%
18.91%
Fund Age
19 yrs 8 mo
23 yrs 5 mo
AUM
₹295.65 Cr
₹3,220.2 Cr
Alpha – 1 Year
5.60%
−5.35%
Alpha – 3 Years
1.30%
5.93%
Information Ratio – 3 Years
0.46
0.54
Volatility – 1 Year
20.18%
21.49%
Volatility – 3 Years
17.30%
20.84%
Beta – 1 Year
1.09
1.07
Beta – 3 Years
1.05
1.13
Sharpe Ratio – 1 Year
0.32
-0.27
Sharpe Ratio – 3 Years
0.49
0.64
Worst Rolling Year
-20.52%
-7.44%
Value at Worst Rolling Year
₹0.79 Cr
₹0.93 Cr
Deepest Drawdown
−12.92%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.46%
94.32%
Median Rolling Year
16.95%
14.52%
5-Year Rolling Windows Positive
98.31%
—
Market-Cap Mix
L 21% · M 15% · S 62%
L 28% · M 48% · S 19%
Number of Stocks
—
27
Portfolio P/E
—
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
—
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 0% / 0%