Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
ORO - All Weather 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%
−0.19%
6 Months
9.50%
−0.42%
1 Year
10.30%
−4.58%
3 Years
13.40%
16.32%
5 Years
13.85%
13.17%
Since Inception
12.90%
13.94%
Fund Age
19 yrs 8 mo
6 yrs 6 mo
AUM
₹295.65 Cr
₹13.16 Cr
Alpha – 1 Year
5.60%
−7.56%
Alpha – 3 Years
1.30%
4.42%
Information Ratio – 3 Years
0.46
0.49
Volatility – 1 Year
20.18%
16.90%
Volatility – 3 Years
17.30%
17.54%
Beta – 1 Year
1.09
0.86
Beta – 3 Years
1.05
0.99
Sharpe Ratio – 1 Year
0.32
-0.52
Sharpe Ratio – 3 Years
0.49
0.69
Worst Rolling Year
-20.52%
3.91%
Value at Worst Rolling Year
₹0.79 Cr
₹1.04 Cr
Deepest Drawdown
−12.92%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
21.20%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 66% · M 23%
Number of Stocks
—
20
Portfolio P/E
—
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
—
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%