Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
2.20%
6 Months
25.00%
9.70%
1 Year
17.14%
10.00%
3 Years
16.20%
17.10%
5 Years
15.34%
—
Since Inception
19.60%
23.10%
Fund Age
7 yrs 3 mo
3 yrs 6 mo
AUM
₹127.23 Cr
₹24.16 Cr
Alpha – 1 Year
12.42%
5.30%
Alpha – 3 Years
4.43%
5.00%
Information Ratio – 3 Years
0.38
0.96
Volatility – 1 Year
23.12%
16.88%
Volatility – 3 Years
20.20%
15.62%
Beta – 1 Year
1.18
0.95
Beta – 3 Years
1.05
0.93
Sharpe Ratio – 1 Year
0.56
0.34
Sharpe Ratio – 3 Years
0.61
0.81
Worst Rolling Year
13.55%
16.97%
Value at Worst Rolling Year
₹1.14 Cr
₹1.17 Cr
Deepest Drawdown
−26.74%
−19.30%
Recovery Period
143 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.50%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 19% · S 50%
L 16% · M 17% · S 63%
Number of Stocks
101
—
Portfolio P/E
52.20
—
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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 · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –