Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
2.20%
6 Months
3.92%
9.70%
1 Year
9.29%
10.00%
3 Years
14.80%
17.10%
5 Years
9.78%
—
Since Inception
14.35%
23.10%
Fund Age
5 yrs 5 mo
3 yrs 6 mo
AUM
₹95.56 Cr
₹24.16 Cr
Alpha – 1 Year
9.72%
5.30%
Alpha – 3 Years
6.23%
5.00%
Information Ratio – 3 Years
0.76
0.96
Volatility – 1 Year
16.82%
16.88%
Volatility – 3 Years
15.81%
15.62%
Beta – 1 Year
1.02
0.95
Beta – 3 Years
0.98
0.93
Sharpe Ratio – 1 Year
0.29
0.34
Sharpe Ratio – 3 Years
0.61
0.81
Worst Rolling Year
5.26%
16.97%
Value at Worst Rolling Year
₹1.05 Cr
₹1.17 Cr
Deepest Drawdown
−20.60%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
L 16% · M 17% · S 63%
Number of Stocks
59
—
Portfolio P/E
34.30
—
Top 5 Holdings
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
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 · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –