Portfolio Management Services (PMS)Compare Schemes
Eureka signature approach vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Eureka signature approach
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
2.20%
6 Months
8.20%
9.70%
1 Year
10.87%
10.00%
3 Years
16.09%
17.10%
5 Years
14.49%
—
Since Inception
9.93%
23.10%
Fund Age
8 yrs 9 mo
3 yrs 6 mo
AUM
₹64.23 Cr
₹24.16 Cr
Alpha – 1 Year
7.11%
5.30%
Alpha – 3 Years
5.20%
5.00%
Information Ratio – 3 Years
0.63
0.96
Volatility – 1 Year
21.13%
16.88%
Volatility – 3 Years
19.82%
15.62%
Beta – 1 Year
1.16
0.95
Beta – 3 Years
1.20
0.93
Sharpe Ratio – 1 Year
0.35
0.34
Sharpe Ratio – 3 Years
0.59
0.81
Worst Rolling Year
-6.69%
16.97%
Value at Worst Rolling Year
₹0.93 Cr
₹1.17 Cr
Deepest Drawdown
−22.93%
−19.30%
Recovery Period
496 days
122 days
1-Year Rolling Windows Positive
90.85%
100.00%
Median Rolling Year
19.50%
19.82%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 25% · M 25% · S 42%
L 16% · M 17% · S 63%
Number of Stocks
42
—
Portfolio P/E
23.92
—
Top 5 Holdings
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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% / 1% / –
1% / – / –