Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
9.50%
31.10%
1 Year
10.30%
52.47%
3 Years
13.40%
17.74%
5 Years
13.85%
16.38%
Since Inception
12.90%
15.58%
Fund Age
19 yrs 8 mo
16 yrs 9 mo
AUM
₹295.65 Cr
₹132.42 Cr
Alpha – 1 Year
5.60%
47.75%
Alpha – 3 Years
1.30%
5.65%
Information Ratio – 3 Years
0.46
0.46
Volatility – 1 Year
20.18%
26.74%
Volatility – 3 Years
17.30%
21.32%
Beta – 1 Year
1.09
1.30
Beta – 3 Years
1.05
0.97
Sharpe Ratio – 1 Year
0.32
1.52
Sharpe Ratio – 3 Years
0.49
0.68
Worst Rolling Year
-20.52%
-15.93%
Value at Worst Rolling Year
₹0.79 Cr
₹0.84 Cr
Deepest Drawdown
−12.92%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
82.46%
89.14%
Median Rolling Year
16.95%
15.32%
5-Year Rolling Windows Positive
98.31%
96.48%
Market-Cap Mix
L 21% · M 15% · S 62%
M 9% · S 83%
Number of Stocks
—
26
Portfolio P/E
—
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%