Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.30%
11.42%
6 Months
9.50%
35.03%
1 Year
10.30%
37.21%
3 Years
13.40%
27.05%
5 Years
13.85%
21.76%
Since Inception
12.90%
19.33%
Fund Age
19 yrs 8 mo
6 yrs 10 mo
AUM
₹295.65 Cr
₹2,975 Cr
Alpha – 1 Year
5.60%
23.77%
Alpha – 3 Years
1.30%
6.78%
Information Ratio – 3 Years
0.46
5.24
Volatility – 1 Year
20.18%
18.59%
Volatility – 3 Years
17.30%
19.39%
Beta – 1 Year
1.09
1.23
Beta – 3 Years
1.05
1.12
Sharpe Ratio – 1 Year
0.32
1.44
Sharpe Ratio – 3 Years
0.49
0.98
Worst Rolling Year
-20.52%
-6.18%
Value at Worst Rolling Year
₹0.79 Cr
₹0.94 Cr
Deepest Drawdown
−12.92%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
82.46%
92.59%
Median Rolling Year
16.95%
23.96%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
—
Number of Stocks
—
14
Portfolio P/E
—
25.70
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%