Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Wallfort-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Wallfort-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.30%
0.44%
6 Months
9.50%
24.87%
1 Year
10.30%
7.81%
3 Years
13.40%
29.92%
5 Years
13.85%
26.50%
Since Inception
12.90%
23.67%
Fund Age
19 yrs 8 mo
5 yrs 9 mo
AUM
₹295.65 Cr
₹607.62 Cr
Alpha – 1 Year
5.60%
3.09%
Alpha – 3 Years
1.30%
17.83%
Information Ratio – 3 Years
0.46
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Volatility – 1 Year
20.18%
37.31%
Volatility – 3 Years
17.30%
29.20%
Beta – 1 Year
1.09
1.91
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.32
0.22
Sharpe Ratio – 3 Years
0.49
2.38
Worst Rolling Year
-20.52%
7.15%
Value at Worst Rolling Year
₹0.79 Cr
₹1.07 Cr
Deepest Drawdown
−12.92%
−15.58%
Recovery Period
Not yet recovered
40 days
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
36.18%
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%
Optiemus Infracom Ltd · 10.22%
Agarwal Industrial Corporation Ltd · 9.15%
Goldiam International Ltd · 8.04%
Eimco Elecon (India) Ltd · 7.56%
Nikhil Adhesives Ltd · 7.48%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%