Portfolio Management Services (PMS)Compare Schemes
JM-Apex vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
JM-Apex
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.10%
2.20%
6 Months
17.39%
9.70%
1 Year
20.93%
10.00%
3 Years
17.01%
17.10%
5 Years
—
—
Since Inception
19.54%
23.10%
Fund Age
3 yrs 6 mo
3 yrs 6 mo
AUM
₹615.02 Cr
₹24.16 Cr
Alpha – 1 Year
16.21%
5.30%
Alpha – 3 Years
4.92%
5.00%
Information Ratio – 3 Years
—
0.96
Volatility – 1 Year
19.36%
16.88%
Volatility – 3 Years
18.51%
15.62%
Beta – 1 Year
1.01
0.95
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.81
0.34
Sharpe Ratio – 3 Years
0.72
0.81
Worst Rolling Year
—
16.97%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−14.79%
−19.30%
Recovery Period
45 days
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
—
—
Portfolio P/E
—
—
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / – / –