Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
2.20%
6 Months
21.51%
9.70%
1 Year
15.87%
10.00%
3 Years
14.38%
17.10%
5 Years
17.96%
—
Since Inception
16.82%
23.10%
Fund Age
8 yrs 9 mo
3 yrs 6 mo
AUM
₹1,503.25 Cr
₹24.16 Cr
Alpha – 1 Year
11.15%
5.30%
Alpha – 3 Years
2.29%
5.00%
Information Ratio – 3 Years
0.39
0.96
Volatility – 1 Year
27.51%
16.88%
Volatility – 3 Years
22.70%
15.62%
Beta – 1 Year
1.48
0.95
Beta – 3 Years
1.25
0.93
Sharpe Ratio – 1 Year
0.47
0.34
Sharpe Ratio – 3 Years
0.50
0.81
Worst Rolling Year
1.64%
16.97%
Value at Worst Rolling Year
₹1.02 Cr
₹1.17 Cr
Deepest Drawdown
−24.39%
−19.30%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 16% · M 17% · S 63%
Number of Stocks
17
—
Portfolio P/E
—
—
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
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 · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –