Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.30%
7.48%
6 Months
9.50%
9.42%
1 Year
10.30%
28.25%
3 Years
13.40%
18.47%
5 Years
13.85%
21.31%
Since Inception
12.90%
21.69%
Fund Age
19 yrs 8 mo
5 yrs
AUM
₹295.65 Cr
₹79.02 Cr
Alpha – 1 Year
5.60%
23.53%
Alpha – 3 Years
1.30%
6.38%
Information Ratio – 3 Years
0.46
0.27
Volatility – 1 Year
20.18%
18.12%
Volatility – 3 Years
17.30%
27.25%
Beta – 1 Year
1.09
0.87
Beta – 3 Years
1.05
0.86
Sharpe Ratio – 1 Year
0.32
1.18
Sharpe Ratio – 3 Years
0.49
0.56
Worst Rolling Year
-20.52%
15.67%
Value at Worst Rolling Year
₹0.79 Cr
₹1.16 Cr
Deepest Drawdown
−12.92%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
25.67%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 10% · M 9% · S 69%
Number of Stocks
—
34
Portfolio P/E
—
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
—
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%