Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Pelican PE fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.30%
−1.39%
6 Months
9.50%
−2.47%
1 Year
10.30%
1.15%
3 Years
13.40%
8.53%
5 Years
13.85%
8.38%
Since Inception
12.90%
10.13%
Fund Age
19 yrs 8 mo
8 yrs 2 mo
AUM
₹295.65 Cr
₹52.94 Cr
Alpha – 1 Year
5.60%
1.50%
Alpha – 3 Years
1.30%
−0.47%
Information Ratio – 3 Years
0.46
-0.50
Volatility – 1 Year
20.18%
18.43%
Volatility – 3 Years
17.30%
14.27%
Beta – 1 Year
1.09
1.13
Beta – 3 Years
1.05
0.99
Sharpe Ratio – 1 Year
0.32
-0.13
Sharpe Ratio – 3 Years
0.49
0.15
Worst Rolling Year
-20.52%
7.57%
Value at Worst Rolling Year
₹0.79 Cr
₹1.08 Cr
Deepest Drawdown
−12.92%
−16.90%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
12.70%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 64% · M 27% · S 1%
Number of Stocks
—
10
Portfolio P/E
—
46.08
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%
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
—
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%