Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs ValPro Balanced B
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
ValPro Balanced B
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%
0.41%
6 Months
9.50%
10.49%
1 Year
10.30%
18.36%
3 Years
13.40%
16.81%
5 Years
13.85%
4.40%
Since Inception
12.90%
5.10%
Fund Age
19 yrs 8 mo
5 yrs 1 mo
AUM
₹295.65 Cr
₹8.98 Cr
Alpha – 1 Year
5.60%
19.78%
Alpha – 3 Years
1.30%
9.07%
Information Ratio – 3 Years
0.46
0.98
Volatility – 1 Year
20.18%
22.04%
Volatility – 3 Years
17.30%
16.11%
Beta – 1 Year
1.09
1.21
Beta – 3 Years
1.05
1.01
Sharpe Ratio – 1 Year
0.32
0.60
Sharpe Ratio – 3 Years
0.49
0.72
Worst Rolling Year
-20.52%
-1.98%
Value at Worst Rolling Year
₹0.79 Cr
₹0.98 Cr
Deepest Drawdown
−12.92%
−17.34%
Recovery Period
Not yet recovered
219 days
1-Year Rolling Windows Positive
82.46%
94.64%
Median Rolling Year
16.95%
8.56%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 65% · M 7% · S 9%
Number of Stocks
—
39
Portfolio P/E
—
31.19
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%
Interglobe Aviation Ltd · 8.47%
Motilal Oswal NASDAQ-100 ETF · 7.68%
State Bank of India · 6.64%
Nestle India Ltd · 5.98%
Shriram Finance Ltd · 5.97%
Top Sectors
—
Financial Services · 27.14%
Others · 11.48%
Services · 9.52%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%