Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
ValueQuest - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.30%
1.42%
6 Months
9.50%
31.94%
1 Year
10.30%
21.84%
3 Years
13.40%
17.21%
5 Years
13.85%
16.75%
Since Inception
12.90%
18.18%
Fund Age
19 yrs 8 mo
13 yrs 5 mo
AUM
₹295.65 Cr
₹2,035.08 Cr
Alpha – 1 Year
5.60%
18.86%
Alpha – 3 Years
1.30%
5.32%
Information Ratio – 3 Years
0.46
0.50
Volatility – 1 Year
20.18%
24.29%
Volatility – 3 Years
17.30%
19.24%
Beta – 1 Year
1.09
1.15
Beta – 3 Years
1.05
1.04
Sharpe Ratio – 1 Year
0.32
0.70
Sharpe Ratio – 3 Years
0.49
0.65
Worst Rolling Year
-20.52%
-15.08%
Value at Worst Rolling Year
₹0.79 Cr
₹0.85 Cr
Deepest Drawdown
−12.92%
−8.16%
Recovery Period
Not yet recovered
15 days
1-Year Rolling Windows Positive
82.46%
82.66%
Median Rolling Year
16.95%
25.54%
5-Year Rolling Windows Positive
98.31%
96.08%
Market-Cap Mix
L 21% · M 15% · S 62%
L 23% · M 1% · S 69%
Number of Stocks
—
24
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 1% / 1%