Portfolio Management Services (PMS)Compare Schemes
Ionic Yield Enhancer Strategy vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Ionic Yield Enhancer Strategy
Karma Capital Lotus
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.87%
2.20%
6 Months
5.59%
9.70%
1 Year
10.75%
10.00%
3 Years
—
17.10%
5 Years
—
—
Since Inception
11.81%
23.10%
Fund Age
17 mo
3 yrs 6 mo
AUM
₹145.04 Cr
₹24.16 Cr
Alpha – 1 Year
6.28%
5.30%
Alpha – 3 Years
—
5.00%
Information Ratio – 3 Years
—
0.96
Volatility – 1 Year
0.88%
16.88%
Volatility – 3 Years
—
15.62%
Beta – 1 Year
0.14
0.95
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
5.51
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 16% · M 17% · S 63%
Number of Stocks
20
—
Portfolio P/E
—
—
Top 5 Holdings
Keertana Finserv · 17.00%
Earlysalary · 15.00%
Indel Money · 12.00%
UGRO Capital · 7.00%
Manba Finance · 6.00%
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
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / – / –
1% / – / –