Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.56%
2.20%
6 Months
14.31%
9.70%
1 Year
23.04%
10.00%
3 Years
17.41%
17.10%
5 Years
14.44%
—
Since Inception
16.04%
23.10%
Fund Age
5 yrs 2 mo
3 yrs 6 mo
AUM
₹246.55 Cr
₹24.16 Cr
Alpha – 1 Year
18.32%
5.30%
Alpha – 3 Years
5.32%
5.00%
Information Ratio – 3 Years
0.69
0.96
Volatility – 1 Year
16.66%
16.88%
Volatility – 3 Years
14.65%
15.62%
Beta – 1 Year
0.91
0.95
Beta – 3 Years
0.83
0.93
Sharpe Ratio – 1 Year
1.02
0.34
Sharpe Ratio – 3 Years
0.82
0.81
Worst Rolling Year
13.49%
16.97%
Value at Worst Rolling Year
₹1.13 Cr
₹1.17 Cr
Deepest Drawdown
−17.20%
−19.30%
Recovery Period
198 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 31% · M 25% · S 41%
L 16% · M 17% · S 63%
Number of Stocks
33
—
Portfolio P/E
48.70
—
Top 5 Holdings
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
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
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –