Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Karma Capital Lotus
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
2.20%
6 Months
11.95%
9.70%
1 Year
7.86%
10.00%
3 Years
—
17.10%
5 Years
—
—
Since Inception
0.34%
23.10%
Fund Age
13 mo
3 yrs 6 mo
AUM
₹18.23 Cr
₹24.16 Cr
Alpha – 1 Year
3.14%
5.30%
Alpha – 3 Years
—
5.00%
Information Ratio – 3 Years
—
0.96
Volatility – 1 Year
25.09%
16.88%
Volatility – 3 Years
—
15.62%
Beta – 1 Year
1.36
0.95
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.20
0.34
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
16.97%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−18.22%
−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 48% · M 3% · S 35%
L 16% · M 17% · S 63%
Number of Stocks
13
—
Portfolio P/E
14.34
—
Top 5 Holdings
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
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
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –