Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Karma Capital Lotus
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
2.20%
6 Months
−2.04%
9.70%
1 Year
−0.53%
10.00%
3 Years
—
17.10%
5 Years
—
—
Since Inception
0.16%
23.10%
Fund Age
18 mo
3 yrs 6 mo
AUM
₹43.74 Cr
₹24.16 Cr
Alpha – 1 Year
−3.51%
5.30%
Alpha – 3 Years
—
5.00%
Information Ratio – 3 Years
—
0.96
Volatility – 1 Year
21.70%
16.88%
Volatility – 3 Years
—
15.62%
Beta – 1 Year
1.21
0.95
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
-0.17
0.34
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
16.97%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−18.25%
−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 36% · M 15% · S 46%
L 16% · M 17% · S 63%
Number of Stocks
19
—
Portfolio P/E
9.63
—
Top 5 Holdings
PVR Inox Ltd · 10.37%
Nippon Life India Asset Management Ltd · 10.01%
Tata Motors Passenger Vehicles Ltd · 9.58%
Bajaj Finance Ltd · 6.56%
Indiamart Intermesh Ltd · 6.34%
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
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –