Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Unifi APJ 20*
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.30%
3.07%
6 Months
9.50%
13.63%
1 Year
10.30%
10.76%
3 Years
13.40%
13.00%
5 Years
13.85%
13.13%
Since Inception
12.90%
20.07%
Fund Age
19 yrs 8 mo
10 yrs 11 mo
AUM
₹295.65 Cr
₹942.94 Cr
Alpha – 1 Year
5.60%
6.04%
Alpha – 3 Years
1.30%
0.91%
Information Ratio – 3 Years
0.46
0.27
Volatility – 1 Year
20.18%
18.61%
Volatility – 3 Years
17.30%
17.55%
Beta – 1 Year
1.09
1.02
Beta – 3 Years
1.05
1.01
Sharpe Ratio – 1 Year
0.32
0.35
Sharpe Ratio – 3 Years
0.49
0.49
Worst Rolling Year
-20.52%
-10.32%
Value at Worst Rolling Year
₹0.79 Cr
₹0.90 Cr
Deepest Drawdown
−12.92%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
82.46%
95.82%
Median Rolling Year
16.95%
19.87%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 15% · M 3% · S 82%
Number of Stocks
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Portfolio P/E
—
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
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—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / – / –
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