Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Karma Capital Lotus
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
2.20%
6 Months
9.28%
9.70%
1 Year
4.13%
10.00%
3 Years
7.71%
17.10%
5 Years
8.27%
—
Since Inception
11.49%
23.10%
Fund Age
8 yrs 5 mo
3 yrs 6 mo
AUM
₹123.55 Cr
₹24.16 Cr
Alpha – 1 Year
−0.59%
5.30%
Alpha – 3 Years
−4.38%
5.00%
Information Ratio – 3 Years
-0.33
0.96
Volatility – 1 Year
21.50%
16.88%
Volatility – 3 Years
16.95%
15.62%
Beta – 1 Year
1.12
0.95
Beta – 3 Years
0.97
0.93
Sharpe Ratio – 1 Year
-0.02
0.34
Sharpe Ratio – 3 Years
0.26
0.81
Worst Rolling Year
7.04%
16.97%
Value at Worst Rolling Year
₹1.07 Cr
₹1.17 Cr
Deepest Drawdown
−24.41%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.95%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 29% · M 38% · S 31%
L 16% · M 17% · S 63%
Number of Stocks
20
—
Portfolio P/E
49.58
—
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
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
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –