Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
2.20%
6 Months
0.51%
9.70%
1 Year
12.01%
10.00%
3 Years
12.45%
17.10%
5 Years
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Since Inception
12.40%
23.10%
Fund Age
3 yrs
3 yrs 6 mo
AUM
₹22.7 Cr
₹24.16 Cr
Alpha – 1 Year
12.36%
5.30%
Alpha – 3 Years
3.45%
5.00%
Information Ratio – 3 Years
0.50
0.96
Volatility – 1 Year
19.89%
16.88%
Volatility – 3 Years
17.57%
15.62%
Beta – 1 Year
1.18
0.95
Beta – 3 Years
1.20
0.93
Sharpe Ratio – 1 Year
0.40
0.34
Sharpe Ratio – 3 Years
0.46
0.81
Worst Rolling Year
12.43%
16.97%
Value at Worst Rolling Year
₹1.12 Cr
₹1.17 Cr
Deepest Drawdown
−26.54%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
19.82%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 99%
L 16% · M 17% · S 63%
Number of Stocks
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—
Portfolio P/E
—
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Top 5 Holdings
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
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
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Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –