Portfolio Management Services (PMS)Compare Schemes
Fort Capital -Dynamic vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Fort Capital -Dynamic
Karma Capital Lotus
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.01%
2.20%
6 Months
9.13%
9.70%
1 Year
14.46%
10.00%
3 Years
—
17.10%
5 Years
—
—
Since Inception
18.87%
23.10%
Fund Age
2 yrs 7 mo
3 yrs 6 mo
AUM
₹204.29 Cr
₹24.16 Cr
Alpha – 1 Year
14.81%
5.30%
Alpha – 3 Years
—
5.00%
Information Ratio – 3 Years
—
0.96
Volatility – 1 Year
18.18%
16.88%
Volatility – 3 Years
—
15.62%
Beta – 1 Year
1.10
0.95
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.54
0.34
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
16.97%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−16.11%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.82%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 1% · S 30%
L 16% · M 17% · S 63%
Number of Stocks
68
—
Portfolio P/E
33.26
—
Top 5 Holdings
ICICI Bank Ltd · 10.61%
JSW Steel Ltd · 6.23%
Bharti Airtel Ltd · 6.12%
Blue Jet Healthcare Ltd · 5.69%
Bajaj Auto Ltd · 5.39%
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 · 23.12%
Fast Moving Consumer Goods · 13.16%
Automobile and Auto Components · 12.07%
—
Fixed Fee
1.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –