Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
2.20%
6 Months
32.15%
9.70%
1 Year
16.77%
10.00%
3 Years
19.00%
17.10%
5 Years
20.10%
—
Since Inception
27.01%
23.10%
Fund Age
6 yrs 10 mo
3 yrs 6 mo
AUM
₹247.64 Cr
₹24.16 Cr
Alpha – 1 Year
13.79%
5.30%
Alpha – 3 Years
7.10%
5.00%
Information Ratio – 3 Years
0.30
0.96
Volatility – 1 Year
39.13%
16.88%
Volatility – 3 Years
29.47%
15.62%
Beta – 1 Year
1.87
0.95
Beta – 3 Years
1.36
0.93
Sharpe Ratio – 1 Year
0.42
0.34
Sharpe Ratio – 3 Years
0.55
0.81
Worst Rolling Year
15.03%
16.97%
Value at Worst Rolling Year
₹1.15 Cr
₹1.17 Cr
Deepest Drawdown
−35.86%
−19.30%
Recovery Period
94 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 80%
L 16% · M 17% · S 63%
Number of Stocks
42
—
Portfolio P/E
42.30
—
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –