Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Capital Builder vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Capital Builder
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
1.99%
2.20%
6 Months
8.53%
9.70%
1 Year
11.64%
10.00%
3 Years
17.19%
17.10%
5 Years
15.63%
—
Since Inception
16.41%
23.10%
Fund Age
13 yrs 4 mo
3 yrs 6 mo
AUM
₹575.07 Cr
₹24.16 Cr
Alpha – 1 Year
6.92%
5.30%
Alpha – 3 Years
5.10%
5.00%
Information Ratio – 3 Years
0.78
0.96
Volatility – 1 Year
17.51%
16.88%
Volatility – 3 Years
14.23%
15.62%
Beta – 1 Year
0.92
0.95
Beta – 3 Years
0.84
0.93
Sharpe Ratio – 1 Year
0.42
0.34
Sharpe Ratio – 3 Years
0.84
0.81
Worst Rolling Year
-7.95%
16.97%
Value at Worst Rolling Year
₹0.92 Cr
₹1.17 Cr
Deepest Drawdown
−14.61%
−19.30%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
93.59%
100.00%
Median Rolling Year
16.55%
19.82%
5-Year Rolling Windows Positive
99.01%
—
Market-Cap Mix
L 61% · M 15% · S 25%
L 16% · M 17% · S 63%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Divis Laboratories Ltd · 8.60%
ICICI Bank Ltd · 8.10%
HDFC Bank Ltd · 7.60%
Federal Bank Ltd · 7.20%
Eternal Ltd · 6.20%
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
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –