Portfolio Management Services (PMS)Compare Schemes
ASK core Portfolio vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
ASK core Portfolio
Karma Capital Lotus
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.84%
2.20%
6 Months
−7.36%
9.70%
1 Year
−4.21%
10.00%
3 Years
—
17.10%
5 Years
—
—
Since Inception
−4.18%
23.10%
Fund Age
12 mo
3 yrs 6 mo
AUM
₹139.3 Cr
₹24.16 Cr
Alpha – 1 Year
−3.78%
5.30%
Alpha – 3 Years
—
5.00%
Information Ratio – 3 Years
—
0.96
Volatility – 1 Year
16.33%
16.88%
Volatility – 3 Years
—
15.62%
Beta – 1 Year
1.01
0.95
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
-0.52
0.34
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
16.97%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−16.12%
−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 76% · M 10% · S 10%
L 16% · M 17% · S 63%
Number of Stocks
15
—
Portfolio P/E
28.49
—
Top 5 Holdings
HDFC Bank Ltd · 9.77%
Reliance Industries Ltd · 9.44%
Bajaj Finserv Ltd · 9.17%
Nestle India Ltd · 8.72%
Kotak Mahindra Bank Ltd · 8.56%
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 · 34.81%
Construction · 10.70%
Capital Goods · 10.46%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –