Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Nippon - Indian Economic Transformation - ETP
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%
3.08%
6 Months
9.50%
9.19%
1 Year
10.30%
9.02%
3 Years
13.40%
14.71%
5 Years
13.85%
10.31%
Since Inception
12.90%
14.95%
Fund Age
19 yrs 8 mo
7 yrs 10 mo
AUM
₹295.65 Cr
₹42.73 Cr
Alpha – 1 Year
5.60%
4.30%
Alpha – 3 Years
1.30%
2.62%
Information Ratio – 3 Years
0.46
0.63
Volatility – 1 Year
20.18%
17.52%
Volatility – 3 Years
17.30%
14.89%
Beta – 1 Year
1.09
0.97
Beta – 3 Years
1.05
0.92
Sharpe Ratio – 1 Year
0.32
0.26
Sharpe Ratio – 3 Years
0.49
0.66
Worst Rolling Year
-20.52%
8.19%
Value at Worst Rolling Year
₹0.79 Cr
₹1.08 Cr
Deepest Drawdown
−12.92%
−18.24%
Recovery Period
Not yet recovered
238 days
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
16.27%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 18% · M 16% · S 37%
Number of Stocks
—
30
Portfolio P/E
—
31.64
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%
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
—
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 0% / 0%