Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.30%
8.45%
6 Months
9.50%
29.49%
1 Year
10.30%
37.09%
3 Years
13.40%
18.49%
5 Years
13.85%
12.39%
Since Inception
12.90%
18.64%
Fund Age
19 yrs 8 mo
10 yrs 3 mo
AUM
₹295.65 Cr
₹1,760.35 Cr
Alpha – 1 Year
5.60%
32.37%
Alpha – 3 Years
1.30%
6.40%
Information Ratio – 3 Years
0.46
0.52
Volatility – 1 Year
20.18%
25.02%
Volatility – 3 Years
17.30%
18.27%
Beta – 1 Year
1.09
1.22
Beta – 3 Years
1.05
0.89
Sharpe Ratio – 1 Year
0.32
1.18
Sharpe Ratio – 3 Years
0.49
0.74
Worst Rolling Year
-20.52%
-0.28%
Value at Worst Rolling Year
₹0.79 Cr
₹1.00 Cr
Deepest Drawdown
−12.92%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
82.46%
99.89%
Median Rolling Year
16.95%
16.20%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 11% · S 71%
Number of Stocks
—
13
Portfolio P/E
—
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%