Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.30%
3.93%
6 Months
9.50%
25.32%
1 Year
10.30%
18.21%
3 Years
13.40%
32.70%
5 Years
13.85%
23.63%
Since Inception
12.90%
28.38%
Fund Age
19 yrs 8 mo
7 yrs 10 mo
AUM
₹295.65 Cr
₹8,686.39 Cr
Alpha – 1 Year
5.60%
13.49%
Alpha – 3 Years
1.30%
20.61%
Information Ratio – 3 Years
0.46
1.92
Volatility – 1 Year
20.18%
22.97%
Volatility – 3 Years
17.30%
19.40%
Beta – 1 Year
1.09
1.12
Beta – 3 Years
1.05
0.98
Sharpe Ratio – 1 Year
0.32
0.61
Sharpe Ratio – 3 Years
0.49
1.30
Worst Rolling Year
-20.52%
17.00%
Value at Worst Rolling Year
₹0.79 Cr
₹1.17 Cr
Deepest Drawdown
−12.92%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
30.47%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 37% · M 30% · S 25%
Number of Stocks
—
43
Portfolio P/E
—
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
—
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 0% / 0%