Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Karma Capital Lotus
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
2.20%
6 Months
16.35%
9.70%
1 Year
29.45%
10.00%
3 Years
—
17.10%
5 Years
—
—
Since Inception
33.72%
23.10%
Fund Age
16 mo
3 yrs 6 mo
AUM
₹17.74 Cr
₹24.16 Cr
Alpha – 1 Year
26.47%
5.30%
Alpha – 3 Years
—
5.00%
Information Ratio – 3 Years
—
0.96
Volatility – 1 Year
19.66%
16.88%
Volatility – 3 Years
—
15.62%
Beta – 1 Year
0.78
0.95
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
1.14
0.34
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
16.97%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−14.20%
−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 5% · M 2% · S 74%
L 16% · M 17% · S 63%
Number of Stocks
30
—
Portfolio P/E
52.18
—
Top 5 Holdings
Cash & Cash Equivalent · 11.00%
Sansera Engineering Ltd · 5.60%
Welspun Corp Ltd · 5.51%
Venus Remedies Ltd · 5.44%
Nippon India ETF Gold BeES · 4.90%
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 · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –