Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
9.50%
9.86%
1 Year
10.30%
32.16%
3 Years
13.40%
19.13%
5 Years
13.85%
12.16%
Since Inception
12.90%
16.12%
Fund Age
19 yrs 8 mo
5 yrs 10 mo
AUM
₹295.65 Cr
₹170.31 Cr
Alpha – 1 Year
5.60%
27.44%
Alpha – 3 Years
1.30%
7.04%
Information Ratio – 3 Years
0.46
0.58
Volatility – 1 Year
20.18%
17.07%
Volatility – 3 Years
17.30%
17.73%
Beta – 1 Year
1.09
0.65
Beta – 3 Years
1.05
0.86
Sharpe Ratio – 1 Year
0.32
1.42
Sharpe Ratio – 3 Years
0.49
0.79
Worst Rolling Year
-20.52%
0.71%
Value at Worst Rolling Year
₹0.79 Cr
₹1.01 Cr
Deepest Drawdown
−12.92%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
82.46%
99.71%
Median Rolling Year
16.95%
14.29%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 11% · M 1% · S 72%
Number of Stocks
—
18
Portfolio P/E
—
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%