Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Spark - Flexicap
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Spark - Flexicap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.30%
−0.91%
6 Months
9.50%
−6.35%
1 Year
10.30%
3.05%
3 Years
13.40%
10.74%
5 Years
13.85%
13.00%
Since Inception
12.90%
14.74%
Fund Age
19 yrs 8 mo
7 yrs 8 mo
AUM
₹295.65 Cr
₹460.92 Cr
Alpha – 1 Year
5.60%
3.40%
Alpha – 3 Years
1.30%
1.74%
Information Ratio – 3 Years
0.46
0.33
Volatility – 1 Year
20.18%
15.87%
Volatility – 3 Years
17.30%
14.99%
Beta – 1 Year
1.09
0.95
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.32
-0.07
Sharpe Ratio – 3 Years
0.49
0.41
Worst Rolling Year
-20.52%
—
Value at Worst Rolling Year
₹0.79 Cr
—
Deepest Drawdown
−12.92%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
82.46%
—
Median Rolling Year
16.95%
—
5-Year Rolling Windows Positive
98.31%
—
Market-Cap Mix
L 21% · M 15% · S 62%
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
SBI Life Insurance Company Ltd · 5.00%
Narayana Hrudayalaya Ltd · 4.50%
State Bank of India · 4.50%
ICICI Lombard General Insurance Company Ltd · 4.00%
Kotak Mahindra Bank Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%