Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Phillip Capital - Signature India 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%
3.08%
6 Months
9.50%
14.24%
1 Year
10.30%
9.21%
3 Years
13.40%
8.31%
5 Years
13.85%
7.74%
Since Inception
12.90%
11.80%
Fund Age
19 yrs 8 mo
10 yrs 3 mo
AUM
₹295.65 Cr
₹251.07 Cr
Alpha – 1 Year
5.60%
4.51%
Alpha – 3 Years
1.30%
−2.91%
Information Ratio – 3 Years
0.46
-0.50
Volatility – 1 Year
20.18%
21.09%
Volatility – 3 Years
17.30%
15.86%
Beta – 1 Year
1.09
1.13
Beta – 3 Years
1.05
0.93
Sharpe Ratio – 1 Year
0.32
0.27
Sharpe Ratio – 3 Years
0.49
0.26
Worst Rolling Year
-20.52%
-3.45%
Value at Worst Rolling Year
₹0.79 Cr
₹0.97 Cr
Deepest Drawdown
−12.92%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
82.46%
97.82%
Median Rolling Year
16.95%
11.94%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 30% · M 32% · S 34%
Number of Stocks
—
28
Portfolio P/E
—
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
—
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%