Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.26%
2.20%
6 Months
2.99%
9.70%
1 Year
−3.69%
10.00%
3 Years
10.02%
17.10%
5 Years
11.07%
—
Since Inception
15.34%
23.10%
Fund Age
8 yrs 4 mo
3 yrs 6 mo
AUM
₹143.52 Cr
₹24.16 Cr
Alpha – 1 Year
−8.41%
5.30%
Alpha – 3 Years
−2.07%
5.00%
Information Ratio – 3 Years
-0.34
0.96
Volatility – 1 Year
19.13%
16.88%
Volatility – 3 Years
16.08%
15.62%
Beta – 1 Year
1.05
0.95
Beta – 3 Years
0.98
0.93
Sharpe Ratio – 1 Year
-0.38
0.34
Sharpe Ratio – 3 Years
0.35
0.81
Worst Rolling Year
10.02%
16.97%
Value at Worst Rolling Year
₹1.10 Cr
₹1.17 Cr
Deepest Drawdown
−22.11%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.21%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 21% · S 27%
L 16% · M 17% · S 63%
Number of Stocks
30
—
Portfolio P/E
35.28
—
Top 5 Holdings
Bharti Airtel Ltd · 9.09%
ICICI Bank Ltd · 8.91%
Persistent Systems Ltd · 7.82%
Trent Ltd · 6.92%
Fiem Industries Ltd · 5.76%
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
Financial Services · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –