Portfolio Management Services (PMS)Compare Schemes
Karma - Wealth Builder vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Karma - Wealth Builder
Wright Factor Fund
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%
10.96%
6 Months
9.50%
14.84%
1 Year
10.30%
16.93%
3 Years
13.40%
—
5 Years
13.85%
—
Since Inception
12.90%
20.33%
Fund Age
19 yrs 8 mo
3 yrs
AUM
₹295.65 Cr
₹214.05 Cr
Alpha – 1 Year
5.60%
12.21%
Alpha – 3 Years
1.30%
—
Information Ratio – 3 Years
0.46
0.51
Volatility – 1 Year
20.18%
22.29%
Volatility – 3 Years
17.30%
21.03%
Beta – 1 Year
1.09
0.97
Beta – 3 Years
1.05
0.97
Sharpe Ratio – 1 Year
0.32
0.57
Sharpe Ratio – 3 Years
0.49
0.72
Worst Rolling Year
-20.52%
18.92%
Value at Worst Rolling Year
₹0.79 Cr
₹1.19 Cr
Deepest Drawdown
−12.92%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.46%
100.00%
Median Rolling Year
16.95%
19.26%
5-Year Rolling Windows Positive
98.31%
—
Market-Cap Mix
L 21% · M 15% · S 62%
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%