Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
2.20%
6 Months
−5.56%
9.70%
1 Year
34.70%
10.00%
3 Years
27.41%
17.10%
5 Years
32.51%
—
Since Inception
32.15%
23.10%
Fund Age
13 yrs 6 mo
3 yrs 6 mo
AUM
₹2,318.72 Cr
₹24.16 Cr
Alpha – 1 Year
35.05%
5.30%
Alpha – 3 Years
18.41%
5.00%
Information Ratio – 3 Years
1.03
0.96
Volatility – 1 Year
21.67%
16.88%
Volatility – 3 Years
15.53%
15.62%
Beta – 1 Year
0.28
0.95
Beta – 3 Years
0.35
0.93
Sharpe Ratio – 1 Year
1.24
0.34
Sharpe Ratio – 3 Years
1.31
0.81
Worst Rolling Year
-17.36%
16.97%
Value at Worst Rolling Year
₹0.83 Cr
₹1.17 Cr
Deepest Drawdown
−21.72%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
88.36%
100.00%
Median Rolling Year
37.79%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · M 6% · S 13%
L 16% · M 17% · S 63%
Number of Stocks
9
—
Portfolio P/E
14.68
—
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –