Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs True Beacon-Flexicap Fundamental Opportunities
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
True Beacon-Flexicap Fundamental Opportunities
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%
2.72%
6 Months
9.50%
15.01%
1 Year
10.30%
17.96%
3 Years
13.40%
17.24%
5 Years
13.85%
—
Since Inception
12.90%
18.03%
Fund Age
19 yrs 8 mo
3 yrs 4 mo
AUM
₹295.65 Cr
₹146.81 Cr
Alpha – 1 Year
5.60%
14.98%
Alpha – 3 Years
1.30%
5.35%
Information Ratio – 3 Years
0.46
0.78
Volatility – 1 Year
20.18%
19.01%
Volatility – 3 Years
17.30%
16.70%
Beta – 1 Year
1.09
1.02
Beta – 3 Years
1.05
0.99
Sharpe Ratio – 1 Year
0.32
0.68
Sharpe Ratio – 3 Years
0.49
0.72
Worst Rolling Year
-20.52%
17.01%
Value at Worst Rolling Year
₹0.79 Cr
₹1.17 Cr
Deepest Drawdown
−12.92%
−19.00%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
17.57%
5-Year Rolling Windows Positive
98.31%
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Market-Cap Mix
L 21% · M 15% · S 62%
—
Number of Stocks
—
50
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%
ICICI Bank Ltd · 10.54%
SPR Auto Technologies Ltd · 7.76%
Stylam Industries Ltd · 6.55%
Pearl Global Industries Ltd · 6.42%
Nuvama Wealth Management Ltd · 6.34%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%