Portfolio Management Services (PMS)Compare Schemes
First Global - Indian Multi Asset Allocation vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
First Global - Indian Multi Asset Allocation
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.49%
2.20%
6 Months
−0.27%
9.70%
1 Year
7.71%
10.00%
3 Years
8.88%
17.10%
5 Years
8.76%
—
Since Inception
13.52%
23.10%
Fund Age
6 yrs 6 mo
3 yrs 6 mo
AUM
₹23.87 Cr
₹24.16 Cr
Alpha – 1 Year
0.17%
5.30%
Alpha – 3 Years
−2.38%
5.00%
Information Ratio – 3 Years
-0.16
0.96
Volatility – 1 Year
13.29%
16.88%
Volatility – 3 Years
12.09%
15.62%
Beta – 1 Year
1.31
0.95
Beta – 3 Years
1.39
0.93
Sharpe Ratio – 1 Year
0.23
0.34
Sharpe Ratio – 3 Years
0.33
0.81
Worst Rolling Year
8.03%
16.97%
Value at Worst Rolling Year
₹1.08 Cr
₹1.17 Cr
Deepest Drawdown
−16.96%
−19.30%
Recovery Period
334 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.50%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 16% · M 17% · S 63%
Number of Stocks
66
—
Portfolio P/E
19.43
—
Top 5 Holdings
Nippon India ETF Gold BeES · 6.41%
ICICI Pru Banking and PSU Debt Fund - Direct (G) · 5.72%
ICICI Pru Dynamic Term Fund - Direct (G) · 5.72%
ICICI Pru Floating Interest Rates Fund-Direct (G) · 5.32%
Nippon India ETF Nifty Bank BeES · 4.01%
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
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –