Portfolio Management Services (PMS)Compare Schemes
Fort Capital - Value Fund vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Fort Capital - Value Fund
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.09%
2.20%
6 Months
20.56%
9.70%
1 Year
20.29%
10.00%
3 Years
11.79%
17.10%
5 Years
16.62%
—
Since Inception
15.84%
23.10%
Fund Age
7 yrs 11 mo
3 yrs 6 mo
AUM
₹12.5 Cr
₹24.16 Cr
Alpha – 1 Year
15.57%
5.30%
Alpha – 3 Years
−0.30%
5.00%
Information Ratio – 3 Years
-0.02
0.96
Volatility – 1 Year
23.44%
16.88%
Volatility – 3 Years
21.14%
15.62%
Beta – 1 Year
1.18
0.95
Beta – 3 Years
1.05
0.93
Sharpe Ratio – 1 Year
0.68
0.34
Sharpe Ratio – 3 Years
0.39
0.81
Worst Rolling Year
9.17%
16.97%
Value at Worst Rolling Year
₹1.09 Cr
₹1.17 Cr
Deepest Drawdown
−24.97%
−19.30%
Recovery Period
470 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.65%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 93%
L 16% · M 17% · S 63%
Number of Stocks
28
—
Portfolio P/E
21.42
—
Top 5 Holdings
—
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
Capital Goods · 32.17%
Chemicals · 16.27%
Automobile and Auto Components · 16.12%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –