Portfolio Management Services (PMS)Compare Schemes
Core Value Strategy-Concentrated Option vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Core Value Strategy-Concentrated Option
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
2.00%
2.20%
6 Months
4.68%
9.70%
1 Year
1.87%
10.00%
3 Years
11.50%
17.10%
5 Years
11.18%
—
Since Inception
13.51%
23.10%
Fund Age
7 yrs 4 mo
3 yrs 6 mo
AUM
₹149.25 Cr
₹24.16 Cr
Alpha – 1 Year
−2.85%
5.30%
Alpha – 3 Years
−0.59%
5.00%
Information Ratio – 3 Years
-0.25
0.96
Volatility – 1 Year
19.19%
16.88%
Volatility – 3 Years
15.31%
15.62%
Beta – 1 Year
1.06
0.95
Beta – 3 Years
0.92
0.93
Sharpe Ratio – 1 Year
-0.09
0.34
Sharpe Ratio – 3 Years
0.39
0.81
Worst Rolling Year
9.38%
16.97%
Value at Worst Rolling Year
₹1.09 Cr
₹1.17 Cr
Deepest Drawdown
−17.52%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.16%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 61% · M 17% · S 18%
L 16% · M 17% · S 63%
Number of Stocks
15
—
Portfolio P/E
23.26
—
Top 5 Holdings
HDFC Bank Ltd · 9.50%
ITC Ltd · 9.50%
Asian Paints Ltd · 7.00%
Indraprastha Gas Ltd · 7.00%
Infosys Ltd · 7.00%
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 · 27.00%
Automobile and Auto Components · 11.00%
Fast Moving Consumer Goods · 9.50%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –