Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
SMC Global - Growth
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%
5.80%
6 Months
9.50%
20.03%
1 Year
10.30%
17.27%
3 Years
13.40%
12.81%
5 Years
13.85%
11.98%
Since Inception
12.90%
14.70%
Fund Age
19 yrs 8 mo
6 yrs 10 mo
AUM
₹295.65 Cr
₹201.68 Cr
Alpha – 1 Year
5.60%
12.55%
Alpha – 3 Years
1.30%
0.73%
Information Ratio – 3 Years
0.46
0.15
Volatility – 1 Year
20.18%
22.73%
Volatility – 3 Years
17.30%
20.11%
Beta – 1 Year
1.09
1.17
Beta – 3 Years
1.05
1.13
Sharpe Ratio – 1 Year
0.32
0.58
Sharpe Ratio – 3 Years
0.49
0.44
Worst Rolling Year
-20.52%
7.98%
Value at Worst Rolling Year
₹0.79 Cr
₹1.08 Cr
Deepest Drawdown
−12.92%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
16.09%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 38% · M 4% · S 49%
Number of Stocks
—
24
Portfolio P/E
—
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
—
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%