Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Karma Capital Lotus
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
2.20%
6 Months
−4.71%
9.70%
1 Year
−3.08%
10.00%
3 Years
0.90%
17.10%
5 Years
2.23%
—
Since Inception
3.05%
23.10%
Fund Age
8 yrs 1 mo
3 yrs 6 mo
AUM
₹0.38 Cr
₹24.16 Cr
Alpha – 1 Year
−2.73%
5.30%
Alpha – 3 Years
−8.10%
5.00%
Information Ratio – 3 Years
-0.39
0.96
Volatility – 1 Year
6.90%
16.88%
Volatility – 3 Years
8.35%
15.62%
Beta – 1 Year
0.35
0.95
Beta – 3 Years
0.40
0.93
Sharpe Ratio – 1 Year
-1.18
0.34
Sharpe Ratio – 3 Years
-0.31
0.81
Worst Rolling Year
0.90%
16.97%
Value at Worst Rolling Year
₹1.01 Cr
₹1.17 Cr
Deepest Drawdown
−16.09%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
19.82%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 16% · M 17% · S 63%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Aditya Birla SL Liquid Fund - Direct (G) · 39.47%
Lupin Ltd · 22.96%
Other Funds · 15.79%
Godrej Consumer Products Ltd · 7.34%
Gujarat Pipavav Port Ltd · 6.23%
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –