Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
NJ - Bluechip
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.30%
−1.21%
6 Months
9.50%
5.09%
1 Year
10.30%
0.26%
3 Years
13.40%
9.53%
5 Years
13.85%
5.40%
Since Inception
12.90%
12.09%
Fund Age
19 yrs 8 mo
8 yrs 5 mo
AUM
₹295.65 Cr
₹1,644.09 Cr
Alpha – 1 Year
5.60%
0.61%
Alpha – 3 Years
1.30%
0.54%
Information Ratio – 3 Years
0.46
0.06
Volatility – 1 Year
20.18%
17.94%
Volatility – 3 Years
17.30%
17.25%
Beta – 1 Year
1.09
1.03
Beta – 3 Years
1.05
1.11
Sharpe Ratio – 1 Year
0.32
-0.20
Sharpe Ratio – 3 Years
0.49
0.31
Worst Rolling Year
-20.52%
2.29%
Value at Worst Rolling Year
₹0.79 Cr
₹1.02 Cr
Deepest Drawdown
−12.92%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
16.16%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 49% · M 36% · S 14%
Number of Stocks
—
20
Portfolio P/E
—
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
—
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%