Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Unifi Blended - Rangoli
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%
3.17%
6 Months
9.50%
10.91%
1 Year
10.30%
10.45%
3 Years
13.40%
10.60%
5 Years
13.85%
10.74%
Since Inception
12.90%
18.07%
Fund Age
19 yrs 8 mo
9 yrs 2 mo
AUM
₹295.65 Cr
₹11,464.61 Cr
Alpha – 1 Year
5.60%
5.73%
Alpha – 3 Years
1.30%
−1.49%
Information Ratio – 3 Years
0.46
-0.11
Volatility – 1 Year
20.18%
18.78%
Volatility – 3 Years
17.30%
16.83%
Beta – 1 Year
1.09
1.04
Beta – 3 Years
1.05
1.02
Sharpe Ratio – 1 Year
0.32
0.34
Sharpe Ratio – 3 Years
0.49
0.37
Worst Rolling Year
-20.52%
4.89%
Value at Worst Rolling Year
₹0.79 Cr
₹1.05 Cr
Deepest Drawdown
−12.92%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
19.21%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 24% · M 11% · S 66%
Number of Stocks
—
—
Portfolio P/E
—
21.80
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
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%