Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Karma Capital Lotus
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
2.20%
6 Months
4.93%
9.70%
1 Year
−0.37%
10.00%
3 Years
—
17.10%
5 Years
—
—
Since Inception
4.91%
23.10%
Fund Age
2 yrs 1 mo
3 yrs 6 mo
AUM
₹8 Cr
₹24.16 Cr
Alpha – 1 Year
−0.02%
5.30%
Alpha – 3 Years
—
5.00%
Information Ratio – 3 Years
—
0.96
Volatility – 1 Year
12.93%
16.88%
Volatility – 3 Years
—
15.62%
Beta – 1 Year
0.72
0.95
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
-0.38
0.34
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
6.09%
16.97%
Value at Worst Rolling Year
₹1.06 Cr
₹1.17 Cr
Deepest Drawdown
−12.49%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
19.82%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 8% · S 36%
L 16% · M 17% · S 63%
Number of Stocks
30
—
Portfolio P/E
24.51
—
Top 5 Holdings
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
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 · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
1% / – / –