Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Karma Capital Lotus
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
2.20%
6 Months
−5.38%
9.70%
1 Year
−6.70%
10.00%
3 Years
7.98%
17.10%
5 Years
—
—
Since Inception
7.98%
23.10%
Fund Age
2 yrs 11 mo
3 yrs 6 mo
AUM
₹7.31 Cr
₹24.16 Cr
Alpha – 1 Year
−6.35%
5.30%
Alpha – 3 Years
−1.02%
5.00%
Information Ratio – 3 Years
-0.08
0.96
Volatility – 1 Year
17.44%
16.88%
Volatility – 3 Years
15.65%
15.62%
Beta – 1 Year
1.08
0.95
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
-0.61
0.34
Sharpe Ratio – 3 Years
0.22
0.81
Worst Rolling Year
—
16.97%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−21.15%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.82%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 26% · S 9%
L 16% · M 17% · S 63%
Number of Stocks
66
—
Portfolio P/E
27.03
—
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / – / –