Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
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
5.48%
2.20%
6 Months
13.51%
9.70%
1 Year
1.35%
10.00%
3 Years
13.26%
17.10%
5 Years
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—
Since Inception
19.28%
23.10%
Fund Age
4 yrs 2 mo
3 yrs 6 mo
AUM
₹36.17 Cr
₹24.16 Cr
Alpha – 1 Year
−3.37%
5.30%
Alpha – 3 Years
1.17%
5.00%
Information Ratio – 3 Years
0.14
0.96
Volatility – 1 Year
24.66%
16.88%
Volatility – 3 Years
18.82%
15.62%
Beta – 1 Year
1.31
0.95
Beta – 3 Years
1.10
0.93
Sharpe Ratio – 1 Year
-0.05
0.34
Sharpe Ratio – 3 Years
0.48
0.81
Worst Rolling Year
12.70%
16.97%
Value at Worst Rolling Year
₹1.13 Cr
₹1.17 Cr
Deepest Drawdown
−26.89%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
19.82%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 8% · M 16% · S 76%
L 16% · M 17% · S 63%
Number of Stocks
24
—
Portfolio P/E
29.70
—
Top 5 Holdings
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
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
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—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –