Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Phillip Ethical India Portfolio
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Phillip Ethical India Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.30%
3.05%
6 Months
9.50%
16.92%
1 Year
10.30%
10.56%
3 Years
13.40%
6.67%
5 Years
13.85%
7.52%
Since Inception
12.90%
10.84%
Fund Age
19 yrs 8 mo
8 yrs 8 mo
AUM
₹295.65 Cr
₹10.35 Cr
Alpha – 1 Year
5.60%
5.86%
Alpha – 3 Years
1.30%
−4.55%
Information Ratio – 3 Years
0.46
-0.70
Volatility – 1 Year
20.18%
20.12%
Volatility – 3 Years
17.30%
17.20%
Beta – 1 Year
1.09
1.04
Beta – 3 Years
1.05
0.98
Sharpe Ratio – 1 Year
0.32
0.33
Sharpe Ratio – 3 Years
0.49
0.11
Worst Rolling Year
-20.52%
4.20%
Value at Worst Rolling Year
₹0.79 Cr
₹1.04 Cr
Deepest Drawdown
−12.92%
−24.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
14.71%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 14% · M 44% · S 40%
Number of Stocks
—
21
Portfolio P/E
—
51.26
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%
Uno Minda Ltd · 7.68%
Himadri Speciality Chemical Ltd · 6.68%
Coforge Ltd · 6.15%
Garware Hi Tech Films Ltd · 6.12%
KEI Industries Ltd · 5.84%
Top Sectors
—
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%