Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.30%
−2.26%
6 Months
9.50%
9.35%
1 Year
10.30%
10.43%
3 Years
13.40%
15.16%
5 Years
13.85%
—
Since Inception
12.90%
21.24%
Fund Age
19 yrs 8 mo
4 yrs 11 mo
AUM
₹295.65 Cr
₹16.88 Cr
Alpha – 1 Year
5.60%
8.57%
Alpha – 3 Years
1.30%
3.08%
Information Ratio – 3 Years
0.46
0.34
Volatility – 1 Year
20.18%
33.08%
Volatility – 3 Years
17.30%
27.65%
Beta – 1 Year
1.09
1.54
Beta – 3 Years
1.05
1.38
Sharpe Ratio – 1 Year
0.32
0.28
Sharpe Ratio – 3 Years
0.49
0.51
Worst Rolling Year
-20.52%
12.88%
Value at Worst Rolling Year
₹0.79 Cr
₹1.13 Cr
Deepest Drawdown
−12.92%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
24.61%
5-Year Rolling Windows Positive
98.31%
—
Market-Cap Mix
L 21% · M 15% · S 62%
L 9% · M 17% · S 71%
Number of Stocks
—
16
Portfolio P/E
—
48.24
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%
Amagi Media Labs Ltd · 11.48%
Indian Energy Exchange Ltd · 10.38%
Precision Camshafts Ltd · 9.51%
Hitachi Energy India Ltd · 8.21%
Go Fashion (India) Ltd · 7.88%
Top Sectors
—
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%