Portfolio Management Services (PMS)Compare Schemes
GREEN PORTFOLIO - The Green Ethical Fund vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
GREEN PORTFOLIO - The Green Ethical Fund
Karma Capital Lotus
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.65%
2.20%
6 Months
36.06%
9.70%
1 Year
18.40%
10.00%
3 Years
—
17.10%
5 Years
—
—
Since Inception
10.79%
23.10%
Fund Age
2 yrs 1 mo
3 yrs 6 mo
AUM
₹36.18 Cr
₹24.16 Cr
Alpha – 1 Year
15.42%
5.30%
Alpha – 3 Years
—
5.00%
Information Ratio – 3 Years
—
0.96
Volatility – 1 Year
30.13%
16.88%
Volatility – 3 Years
—
15.62%
Beta – 1 Year
1.44
0.95
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.51
0.34
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
16.97%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−21.62%
−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 28% · M 20% · S 30%
L 16% · M 17% · S 63%
Number of Stocks
41
—
Portfolio P/E
38.26
—
Top 5 Holdings
Cash & Cash Equivalent · 8.37%
HFCL Ltd · 8.02%
Bharat Forge Ltd · 5.67%
Kalyani Steels Ltd · 4.38%
Steel Strips Wheels Ltd · 4.28%
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% / – / –