Portfolio Management Services (PMS)Compare Schemes
JM Financial - The Opportunistic vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
JM Financial - The Opportunistic
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.65%
2.20%
6 Months
21.60%
9.70%
1 Year
21.16%
10.00%
3 Years
24.80%
17.10%
5 Years
17.88%
—
Since Inception
9.69%
23.10%
Fund Age
9 yrs 2 mo
3 yrs 6 mo
AUM
₹10.09 Cr
₹24.16 Cr
Alpha – 1 Year
18.18%
5.30%
Alpha – 3 Years
12.91%
5.00%
Information Ratio – 3 Years
—
0.96
Volatility – 1 Year
1.87%
16.88%
Volatility – 3 Years
1.87%
15.62%
Beta – 1 Year
—
0.95
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
16.58
0.34
Sharpe Ratio – 3 Years
16.58
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 33% · M 13% · S 49%
L 16% · M 17% · S 63%
Number of Stocks
22
—
Portfolio P/E
38.25
—
Top 5 Holdings
—
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 · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / – / –