Portfolio Management Services (PMS)Compare Schemes
ASK - ISP vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
ASK - ISP
Karma Capital Lotus
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.48%
2.20%
6 Months
−4.44%
9.70%
1 Year
−4.32%
10.00%
3 Years
3.67%
17.10%
5 Years
4.35%
—
Since Inception
13.19%
23.10%
Fund Age
16 yrs 6 mo
3 yrs 6 mo
AUM
₹953.19 Cr
₹24.16 Cr
Alpha – 1 Year
−7.30%
5.30%
Alpha – 3 Years
−8.21%
5.00%
Information Ratio – 3 Years
-1.44
0.96
Volatility – 1 Year
16.93%
16.88%
Volatility – 3 Years
16.57%
15.62%
Beta – 1 Year
0.95
0.95
Beta – 3 Years
1.02
0.93
Sharpe Ratio – 1 Year
-0.50
0.34
Sharpe Ratio – 3 Years
-0.03
0.81
Worst Rolling Year
-3.66%
16.97%
Value at Worst Rolling Year
₹0.96 Cr
₹1.17 Cr
Deepest Drawdown
−24.45%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
98.35%
100.00%
Median Rolling Year
12.64%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 23% · S 20%
L 16% · M 17% · S 63%
Number of Stocks
21
—
Portfolio P/E
34.55
—
Top 5 Holdings
HDFC Bank Ltd · 9.51%
Eternal Ltd · 7.16%
CreditAccess Grameen Ltd · 6.97%
Kotak Mahindra Bank Ltd · 6.20%
Torrent Power Ltd · 5.63%
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 · 33.89%
Consumer Services · 12.45%
Automobile and Auto Components · 7.01%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –