Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Demeter vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Demeter
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.18%
4.79%
6 Months
2.87%
13.10%
1 Year
3.77%
18.11%
3 Years
6.69%
14.56%
5 Years
6.74%
8.71%
Since Inception
10.62%
13.67%
Fund Age
12 yrs 1 mo
11 yrs 2 mo
AUM
₹61.33 Cr
₹138.06 Cr
Alpha – 1 Year
−5.66%
18.46%
Alpha – 3 Years
−3.03%
5.57%
Information Ratio – 3 Years
-1.20
0.62
Volatility – 1 Year
3.14%
22.83%
Volatility – 3 Years
2.07%
16.72%
Beta – 1 Year
-0.20
1.29
Beta – 3 Years
-0.08
1.00
Sharpe Ratio – 1 Year
-0.40
0.61
Sharpe Ratio – 3 Years
0.62
0.55
Worst Rolling Year
-3.43%
-8.44%
Value at Worst Rolling Year
₹0.97 Cr
₹0.92 Cr
Deepest Drawdown
—
−17.10%
Recovery Period
—
115 days
1-Year Rolling Windows Positive
99.16%
92.53%
Median Rolling Year
11.58%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 38% · M 14% · S 45%
Number of Stocks
9
18
Portfolio P/E
—
38.70
Top 5 Holdings
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Others · 92.72%
Government · 7.02%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%