Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
2.20%
6 Months
3.88%
9.70%
1 Year
−7.98%
10.00%
3 Years
11.06%
17.10%
5 Years
10.06%
—
Since Inception
11.56%
23.10%
Fund Age
5 yrs 3 mo
3 yrs 6 mo
AUM
₹106.37 Cr
₹24.16 Cr
Alpha – 1 Year
−10.96%
5.30%
Alpha – 3 Years
−0.82%
5.00%
Information Ratio – 3 Years
0.00
0.96
Volatility – 1 Year
16.00%
16.88%
Volatility – 3 Years
17.59%
15.62%
Beta – 1 Year
0.79
0.95
Beta – 3 Years
0.97
0.93
Sharpe Ratio – 1 Year
-0.78
0.34
Sharpe Ratio – 3 Years
0.42
0.81
Worst Rolling Year
—
16.97%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
—
−19.30%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.82%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 16% · M 17% · S 63%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –