Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
2.20%
6 Months
24.60%
9.70%
1 Year
7.56%
10.00%
3 Years
20.98%
17.10%
5 Years
—
—
Since Inception
24.10%
23.10%
Fund Age
4 yrs 4 mo
3 yrs 6 mo
AUM
₹3.89 Cr
₹24.16 Cr
Alpha – 1 Year
4.58%
5.30%
Alpha – 3 Years
9.08%
5.00%
Information Ratio – 3 Years
0.07
0.96
Volatility – 1 Year
32.74%
16.88%
Volatility – 3 Years
27.24%
15.62%
Beta – 1 Year
1.49
0.95
Beta – 3 Years
1.30
0.93
Sharpe Ratio – 1 Year
0.20
0.34
Sharpe Ratio – 3 Years
0.49
0.81
Worst Rolling Year
17.91%
16.97%
Value at Worst Rolling Year
₹1.18 Cr
₹1.17 Cr
Deepest Drawdown
−34.40%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
19.82%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 16% · M 17% · S 63%
Number of Stocks
27
—
Portfolio P/E
52.77
—
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –