Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
PGIM India - Phoenix 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%
3.66%
6 Months
9.50%
18.51%
1 Year
10.30%
2.32%
3 Years
13.40%
8.56%
5 Years
13.85%
13.23%
Since Inception
12.90%
12.52%
Fund Age
19 yrs 8 mo
10 yrs
AUM
₹295.65 Cr
₹60.22 Cr
Alpha – 1 Year
5.60%
2.67%
Alpha – 3 Years
1.30%
−0.44%
Information Ratio – 3 Years
0.46
-0.03
Volatility – 1 Year
20.18%
27.56%
Volatility – 3 Years
17.30%
21.93%
Beta – 1 Year
1.09
1.33
Beta – 3 Years
1.05
1.17
Sharpe Ratio – 1 Year
0.32
0.01
Sharpe Ratio – 3 Years
0.49
0.24
Worst Rolling Year
-20.52%
-13.90%
Value at Worst Rolling Year
₹0.79 Cr
₹0.86 Cr
Deepest Drawdown
−12.92%
−31.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.46%
85.20%
Median Rolling Year
16.95%
15.12%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
M 3% · S 93%
Number of Stocks
—
26
Portfolio P/E
—
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
—
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%