Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
NJ - Multicap
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%
2.92%
6 Months
9.50%
8.20%
1 Year
10.30%
15.48%
3 Years
13.40%
18.05%
5 Years
13.85%
15.54%
Since Inception
12.90%
14.61%
Fund Age
19 yrs 8 mo
10 yrs 4 mo
AUM
₹295.65 Cr
₹747.6 Cr
Alpha – 1 Year
5.60%
15.83%
Alpha – 3 Years
1.30%
9.06%
Information Ratio – 3 Years
0.46
0.72
Volatility – 1 Year
20.18%
18.67%
Volatility – 3 Years
17.30%
21.45%
Beta – 1 Year
1.09
1.12
Beta – 3 Years
1.05
1.31
Sharpe Ratio – 1 Year
0.32
0.58
Sharpe Ratio – 3 Years
0.49
0.64
Worst Rolling Year
-20.52%
-13.89%
Value at Worst Rolling Year
₹0.79 Cr
₹0.86 Cr
Deepest Drawdown
−12.92%
−30.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.46%
77.45%
Median Rolling Year
16.95%
21.11%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 35% · M 50% · S 14%
Number of Stocks
—
25
Portfolio P/E
—
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
—
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%