Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
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
0.27%
2.20%
6 Months
−2.30%
9.70%
1 Year
1.68%
10.00%
3 Years
13.91%
17.10%
5 Years
—
—
Since Inception
14.05%
23.10%
Fund Age
3 yrs 10 mo
3 yrs 6 mo
AUM
₹53.78 Cr
₹24.16 Cr
Alpha – 1 Year
−3.04%
5.30%
Alpha – 3 Years
1.82%
5.00%
Information Ratio – 3 Years
0.34
0.96
Volatility – 1 Year
15.80%
16.88%
Volatility – 3 Years
15.64%
15.62%
Beta – 1 Year
0.86
0.95
Beta – 3 Years
0.97
0.93
Sharpe Ratio – 1 Year
-0.15
0.34
Sharpe Ratio – 3 Years
0.71
0.81
Worst Rolling Year
15.78%
16.97%
Value at Worst Rolling Year
₹1.16 Cr
₹1.17 Cr
Deepest Drawdown
−18.40%
−19.30%
Recovery Period
275 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
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
—
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –