Portfolio Management Services (PMS)Compare Schemes
Investvalue India Winners Portfolio vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Investvalue India Winners Portfolio
Karma Capital Lotus
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.49%
2.20%
6 Months
—
9.70%
1 Year
—
10.00%
3 Years
—
17.10%
5 Years
—
—
Since Inception
17.31%
23.10%
Fund Age
5 mo
3 yrs 6 mo
AUM
₹30.77 Cr
₹24.16 Cr
Alpha – 1 Year
—
5.30%
Alpha – 3 Years
—
5.00%
Information Ratio – 3 Years
—
0.96
Volatility – 1 Year
—
16.88%
Volatility – 3 Years
—
15.62%
Beta – 1 Year
—
0.95
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
—
0.34
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
16.97%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
—
−19.30%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.82%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 20% · M 23% · S 49%
L 16% · M 17% · S 63%
Number of Stocks
20
—
Portfolio P/E
53.40
—
Top 5 Holdings
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
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
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –