Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
SRE - Shield
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%
−0.37%
6 Months
9.50%
3.64%
1 Year
10.30%
6.24%
3 Years
13.40%
9.36%
5 Years
13.85%
8.05%
Since Inception
12.90%
9.66%
Fund Age
19 yrs 8 mo
8 yrs 3 mo
AUM
₹295.65 Cr
₹32.8 Cr
Alpha – 1 Year
5.60%
6.59%
Alpha – 3 Years
1.30%
0.36%
Information Ratio – 3 Years
0.46
0.14
Volatility – 1 Year
20.18%
18.27%
Volatility – 3 Years
17.30%
15.46%
Beta – 1 Year
1.09
1.08
Beta – 3 Years
1.05
1.07
Sharpe Ratio – 1 Year
0.32
0.15
Sharpe Ratio – 3 Years
0.49
0.34
Worst Rolling Year
-20.52%
6.25%
Value at Worst Rolling Year
₹0.79 Cr
₹1.06 Cr
Deepest Drawdown
−12.92%
−22.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
12.35%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 58% · M 28% · S 8%
Number of Stocks
—
33
Portfolio P/E
—
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
—
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%