Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
ORO-Alpha Value
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%
0.44%
6 Months
9.50%
5.47%
1 Year
10.30%
6.35%
3 Years
13.40%
—
5 Years
13.85%
—
Since Inception
12.90%
6.04%
Fund Age
19 yrs 8 mo
3 yrs 8 mo
AUM
₹295.65 Cr
₹1.28 Cr
Alpha – 1 Year
5.60%
3.37%
Alpha – 3 Years
1.30%
—
Information Ratio – 3 Years
0.46
—
Volatility – 1 Year
20.18%
17.26%
Volatility – 3 Years
17.30%
15.80%
Beta – 1 Year
1.09
0.95
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.32
0.12
Sharpe Ratio – 3 Years
0.49
0.10
Worst Rolling Year
-20.52%
—
Value at Worst Rolling Year
₹0.79 Cr
—
Deepest Drawdown
−12.92%
−17.83%
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%
L 42% · M 17% · S 27%
Number of Stocks
—
24
Portfolio P/E
—
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
—
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%