Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
NMR GROWTH STRATEGY
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%
5.30%
6 Months
9.50%
39.16%
1 Year
10.30%
20.20%
3 Years
13.40%
—
5 Years
13.85%
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Since Inception
12.90%
17.87%
Fund Age
19 yrs 8 mo
19 mo
AUM
₹295.65 Cr
₹82.38 Cr
Alpha – 1 Year
5.60%
15.48%
Alpha – 3 Years
1.30%
—
Information Ratio – 3 Years
0.46
—
Volatility – 1 Year
20.18%
34.86%
Volatility – 3 Years
17.30%
—
Beta – 1 Year
1.09
1.65
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.32
0.53
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
-20.52%
—
Value at Worst Rolling Year
₹0.79 Cr
—
Deepest Drawdown
−12.92%
−24.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.46%
—
Median Rolling Year
16.95%
—
5-Year Rolling Windows Positive
98.31%
—
Market-Cap Mix
L 21% · M 15% · S 62%
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Number of Stocks
—
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Portfolio P/E
—
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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%
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
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