Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.30%
0.67%
6 Months
9.50%
1.38%
1 Year
10.30%
7.78%
3 Years
13.40%
12.37%
5 Years
13.85%
10.07%
Since Inception
12.90%
13.18%
Fund Age
19 yrs 8 mo
6 yrs 8 mo
AUM
₹295.65 Cr
₹1.13 Cr
Alpha – 1 Year
5.60%
8.13%
Alpha – 3 Years
1.30%
3.37%
Information Ratio – 3 Years
0.46
0.42
Volatility – 1 Year
20.18%
17.12%
Volatility – 3 Years
17.30%
14.65%
Beta – 1 Year
1.09
0.93
Beta – 3 Years
1.05
0.90
Sharpe Ratio – 1 Year
0.32
0.21
Sharpe Ratio – 3 Years
0.49
0.51
Worst Rolling Year
-20.52%
10.01%
Value at Worst Rolling Year
₹0.79 Cr
₹1.10 Cr
Deepest Drawdown
−12.92%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
15.34%
5-Year Rolling Windows Positive
98.31%
—
Market-Cap Mix
L 21% · M 15% · S 62%
L 34% · M 14% · S 34%
Number of Stocks
—
43
Portfolio P/E
—
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
—
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1% / 0%