Portfolio Management Services (PMS)Compare Schemes
Ionic Allocate Portfolio - Equity vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Ionic Allocate Portfolio - Equity
Karma Capital Lotus
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.81%
2.20%
6 Months
3.41%
9.70%
1 Year
8.90%
10.00%
3 Years
—
17.10%
5 Years
—
—
Since Inception
10.39%
23.10%
Fund Age
16 mo
3 yrs 6 mo
AUM
₹54.76 Cr
₹24.16 Cr
Alpha – 1 Year
9.33%
5.30%
Alpha – 3 Years
—
5.00%
Information Ratio – 3 Years
—
0.96
Volatility – 1 Year
14.74%
16.88%
Volatility – 3 Years
—
15.62%
Beta – 1 Year
0.82
0.95
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.28
0.34
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
16.97%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−10.47%
−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
28
—
Portfolio P/E
—
—
Top 5 Holdings
Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 12.76%
AXIS Greater China Equity Fund Of Fund - Dir (G) · 12.48%
WhiteOak Capital Flexi Cap Fund - Direct (G) · 8.43%
Parag Parikh Flexi Cap Fund - Direct (G) · 8.31%
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.99%
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
1.30% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / – / –