Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs NBC - Seeking Alpha
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
NBC - Seeking Alpha
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%
3.51%
6 Months
9.50%
12.65%
1 Year
10.30%
22.80%
3 Years
13.40%
18.05%
5 Years
13.85%
41.98%
Since Inception
12.90%
7.54%
Fund Age
19 yrs 8 mo
9 yrs 2 mo
AUM
₹295.65 Cr
₹9.17 Cr
Alpha – 1 Year
5.60%
24.84%
Alpha – 3 Years
1.30%
11.40%
Information Ratio – 3 Years
0.46
—
Volatility – 1 Year
20.18%
21.50%
Volatility – 3 Years
17.30%
17.94%
Beta – 1 Year
1.09
—
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.32
0.82
Sharpe Ratio – 3 Years
0.49
0.76
Worst Rolling Year
-20.52%
-34.33%
Value at Worst Rolling Year
₹0.79 Cr
₹0.66 Cr
Deepest Drawdown
−12.92%
−18.33%
Recovery Period
Not yet recovered
81 days
1-Year Rolling Windows Positive
82.46%
68.37%
Median Rolling Year
16.95%
26.92%
5-Year Rolling Windows Positive
98.31%
74.51%
Market-Cap Mix
L 21% · M 15% · S 62%
L 13% · M 14% · S 73%
Number of Stocks
—
18
Portfolio P/E
—
18.68
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%
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
Top Sectors
—
Financial Services · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%