Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Ocean-Avendus Olivo Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Ocean-Avendus Olivo Core Equity Portfolio
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%
0.17%
6 Months
9.50%
−0.88%
1 Year
10.30%
−2.91%
3 Years
13.40%
9.00%
5 Years
13.85%
9.07%
Since Inception
12.90%
14.52%
Fund Age
19 yrs 8 mo
6 yrs 2 mo
AUM
₹295.65 Cr
₹209.81 Cr
Alpha – 1 Year
5.60%
−7.63%
Alpha – 3 Years
1.30%
−3.09%
Information Ratio – 3 Years
0.46
-0.39
Volatility – 1 Year
20.18%
14.71%
Volatility – 3 Years
17.30%
15.04%
Beta – 1 Year
1.09
0.84
Beta – 3 Years
1.05
0.90
Sharpe Ratio – 1 Year
0.32
-0.49
Sharpe Ratio – 3 Years
0.49
0.35
Worst Rolling Year
-20.52%
—
Value at Worst Rolling Year
₹0.79 Cr
—
Deepest Drawdown
−12.92%
—
Recovery Period
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%
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%