Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Karma Capital Lotus
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.48%
2.20%
6 Months
0.17%
9.70%
1 Year
1.53%
10.00%
3 Years
6.30%
17.10%
5 Years
7.16%
—
Since Inception
16.58%
23.10%
Fund Age
6 yrs 6 mo
3 yrs 6 mo
AUM
₹182.72 Cr
₹24.16 Cr
Alpha – 1 Year
−3.19%
5.30%
Alpha – 3 Years
−5.79%
5.00%
Information Ratio – 3 Years
-1.15
0.96
Volatility – 1 Year
17.17%
16.88%
Volatility – 3 Years
15.94%
15.62%
Beta – 1 Year
0.97
0.95
Beta – 3 Years
0.99
0.93
Sharpe Ratio – 1 Year
-0.13
0.34
Sharpe Ratio – 3 Years
0.13
0.81
Worst Rolling Year
6.16%
16.97%
Value at Worst Rolling Year
₹1.06 Cr
₹1.17 Cr
Deepest Drawdown
−24.43%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 16% · M 17% · S 63%
Number of Stocks
60
—
Portfolio P/E
19.43
—
Top 5 Holdings
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
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% / – / –