Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Renaissance - Midcap 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%
3.30%
6 Months
9.50%
9.86%
1 Year
10.30%
0.86%
3 Years
13.40%
8.29%
5 Years
13.85%
15.11%
Since Inception
12.90%
11.40%
Fund Age
19 yrs 8 mo
8 yrs 7 mo
AUM
₹295.65 Cr
₹119.22 Cr
Alpha – 1 Year
5.60%
1.21%
Alpha – 3 Years
1.30%
−0.71%
Information Ratio – 3 Years
0.46
-0.05
Volatility – 1 Year
20.18%
21.27%
Volatility – 3 Years
17.30%
19.22%
Beta – 1 Year
1.09
1.20
Beta – 3 Years
1.05
1.19
Sharpe Ratio – 1 Year
0.32
-0.10
Sharpe Ratio – 3 Years
0.49
0.25
Worst Rolling Year
-20.52%
0.71%
Value at Worst Rolling Year
₹0.79 Cr
₹1.01 Cr
Deepest Drawdown
−12.92%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.46%
99.76%
Median Rolling Year
16.95%
19.48%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 2% · M 52% · S 44%
Number of Stocks
—
33
Portfolio P/E
—
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
—
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 1% / 0%