Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
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
3.35%
2.20%
6 Months
19.63%
9.70%
1 Year
10.64%
10.00%
3 Years
12.35%
17.10%
5 Years
10.14%
—
Since Inception
15.37%
23.10%
Fund Age
7 yrs 4 mo
3 yrs 6 mo
AUM
₹270.22 Cr
₹24.16 Cr
Alpha – 1 Year
5.92%
5.30%
Alpha – 3 Years
0.26%
5.00%
Information Ratio – 3 Years
0.03
0.96
Volatility – 1 Year
18.45%
16.88%
Volatility – 3 Years
15.68%
15.62%
Beta – 1 Year
0.92
0.95
Beta – 3 Years
0.90
0.93
Sharpe Ratio – 1 Year
0.35
0.34
Sharpe Ratio – 3 Years
0.49
0.81
Worst Rolling Year
6.65%
16.97%
Value at Worst Rolling Year
₹1.07 Cr
₹1.17 Cr
Deepest Drawdown
−22.78%
−19.30%
Recovery Period
153 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 27% · M 25% · S 36%
L 16% · M 17% · S 63%
Number of Stocks
44
—
Portfolio P/E
41.34
—
Top 5 Holdings
Gabriel India Ltd · 6.47%
Aditya Infotech Ltd · 5.17%
Global Health Ltd · 5.14%
Timex Group India Ltd · 4.27%
Divis Laboratories Ltd · 3.46%
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)
2% / 0% / 0%
1% / – / –