Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.30%
3.42%
6 Months
9.50%
2.89%
1 Year
10.30%
2.59%
3 Years
13.40%
10.39%
5 Years
13.85%
8.86%
Since Inception
12.90%
11.13%
Fund Age
19 yrs 8 mo
5 yrs 6 mo
AUM
₹295.65 Cr
₹63.54 Cr
Alpha – 1 Year
5.60%
−0.39%
Alpha – 3 Years
1.30%
−1.50%
Information Ratio – 3 Years
0.46
-0.34
Volatility – 1 Year
20.18%
16.68%
Volatility – 3 Years
17.30%
13.79%
Beta – 1 Year
1.09
0.95
Beta – 3 Years
1.05
0.88
Sharpe Ratio – 1 Year
0.32
-0.09
Sharpe Ratio – 3 Years
0.49
0.40
Worst Rolling Year
-20.52%
6.98%
Value at Worst Rolling Year
₹0.79 Cr
₹1.07 Cr
Deepest Drawdown
−12.92%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
12.50%
5-Year Rolling Windows Positive
98.31%
100.00%
Market-Cap Mix
L 21% · M 15% · S 62%
L 69% · M 25% · S 5%
Number of Stocks
—
40
Portfolio P/E
—
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%