Portfolio Management Services (PMS)Compare Schemes
JM Financial - Focus vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
JM Financial - Focus
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.03%
2.20%
6 Months
6.82%
9.70%
1 Year
3.42%
10.00%
3 Years
13.55%
17.10%
5 Years
9.47%
—
Since Inception
15.08%
23.10%
Fund Age
13 yrs 9 mo
3 yrs 6 mo
AUM
₹319.05 Cr
₹24.16 Cr
Alpha – 1 Year
0.44%
5.30%
Alpha – 3 Years
1.66%
5.00%
Information Ratio – 3 Years
0.24
0.96
Volatility – 1 Year
13.79%
16.88%
Volatility – 3 Years
15.92%
15.62%
Beta – 1 Year
0.75
0.95
Beta – 3 Years
0.91
0.93
Sharpe Ratio – 1 Year
-0.08
0.34
Sharpe Ratio – 3 Years
0.53
0.81
Worst Rolling Year
—
16.97%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−20.24%
−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 63% · M 12% · S 18%
L 16% · M 17% · S 63%
Number of Stocks
49
—
Portfolio P/E
33.08
—
Top 5 Holdings
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
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 · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / – / –