Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Vallum India Discovery
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%
8.27%
6 Months
9.50%
25.28%
1 Year
10.30%
14.17%
3 Years
13.40%
11.84%
5 Years
13.85%
13.19%
Since Inception
12.90%
20.72%
Fund Age
19 yrs 8 mo
5 yrs 11 mo
AUM
₹295.65 Cr
₹1,246.45 Cr
Alpha – 1 Year
5.60%
9.45%
Alpha – 3 Years
1.30%
−0.25%
Information Ratio – 3 Years
0.46
0.04
Volatility – 1 Year
20.18%
23.38%
Volatility – 3 Years
17.30%
20.74%
Beta – 1 Year
1.09
1.12
Beta – 3 Years
1.05
1.17
Sharpe Ratio – 1 Year
0.32
0.45
Sharpe Ratio – 3 Years
0.49
0.42
Worst Rolling Year
-20.52%
8.63%
Value at Worst Rolling Year
₹0.79 Cr
₹1.09 Cr
Deepest Drawdown
−12.92%
−32.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
19.18%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
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Number of Stocks
—
—
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%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0.5% / 0%