Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
9.50%
7.61%
1 Year
10.30%
−0.76%
3 Years
13.40%
11.28%
5 Years
13.85%
9.58%
Since Inception
12.90%
11.67%
Fund Age
19 yrs 8 mo
7 yrs 11 mo
AUM
₹295.65 Cr
₹12.5 Cr
Alpha – 1 Year
5.60%
−3.74%
Alpha – 3 Years
1.30%
−0.61%
Information Ratio – 3 Years
0.46
-0.06
Volatility – 1 Year
20.18%
20.02%
Volatility – 3 Years
17.30%
16.21%
Beta – 1 Year
1.09
1.05
Beta – 3 Years
1.05
0.91
Sharpe Ratio – 1 Year
0.32
-0.22
Sharpe Ratio – 3 Years
0.49
0.41
Worst Rolling Year
-20.52%
8.66%
Value at Worst Rolling Year
₹0.79 Cr
₹1.09 Cr
Deepest Drawdown
−12.92%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
14.96%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 36% · M 30% · S 35%
Number of Stocks
—
15
Portfolio P/E
—
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
—
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%