Portfolio Management Services (PMS)Compare Schemes
Ionic Allocate Portfolio - Aggressive vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Ionic Allocate Portfolio - Aggressive
Karma Capital Lotus
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.91%
2.20%
6 Months
2.67%
9.70%
1 Year
16.41%
10.00%
3 Years
—
17.10%
5 Years
—
—
Since Inception
18.21%
23.10%
Fund Age
16 mo
3 yrs 6 mo
AUM
₹221.12 Cr
₹24.16 Cr
Alpha – 1 Year
9.70%
5.30%
Alpha – 3 Years
—
5.00%
Information Ratio – 3 Years
—
0.96
Volatility – 1 Year
13.60%
16.88%
Volatility – 3 Years
—
15.62%
Beta – 1 Year
1.29
0.95
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.79
0.34
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
16.97%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−10.93%
−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 16% · M 17% · S 63%
Number of Stocks
75
—
Portfolio P/E
—
—
Top 5 Holdings
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.97%
Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 7.19%
ICICI Pru Nifty Metal ETF · 6.40%
SBI Banking & Financial Services Fund - Direct (G) · 6.39%
ICICI Pru Focused Fund - Direct (G) · 5.10%
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
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / – / –