Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 13.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.27%
2.20%
6 Months
−8.15%
9.70%
1 Year
−5.39%
10.00%
3 Years
10.81%
17.10%
5 Years
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Since Inception
11.07%
23.10%
Fund Age
5 yrs
3 yrs 6 mo
AUM
₹121.08 Cr
₹24.16 Cr
Alpha – 1 Year
−5.32%
5.30%
Alpha – 3 Years
−2.65%
5.00%
Information Ratio – 3 Years
-0.15
0.96
Volatility – 1 Year
24.51%
16.88%
Volatility – 3 Years
24.85%
15.62%
Beta – 1 Year
1.17
0.95
Beta – 3 Years
1.18
0.93
Sharpe Ratio – 1 Year
-0.34
0.34
Sharpe Ratio – 3 Years
0.32
0.81
Worst Rolling Year
9.88%
16.97%
Value at Worst Rolling Year
₹1.10 Cr
₹1.17 Cr
Deepest Drawdown
−34.50%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
19.82%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
M 20% · S 78%
L 16% · M 17% · S 63%
Number of Stocks
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—
Portfolio P/E
—
—
Top 5 Holdings
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –