Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Kotak India Focus Portfolio - series I
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
2.20%
2.41%
6 Months
9.70%
2.04%
1 Year
10.00%
13.04%
3 Years
17.10%
15.74%
5 Years
—
14.15%
Since Inception
23.10%
15.13%
Fund Age
3 yrs 6 mo
14 yrs 1 mo
AUM
₹24.16 Cr
₹850.7 Cr
Alpha – 1 Year
5.30%
13.39%
Alpha – 3 Years
5.00%
6.74%
Information Ratio – 3 Years
0.96
1.02
Volatility – 1 Year
16.88%
18.01%
Volatility – 3 Years
15.62%
15.42%
Beta – 1 Year
0.95
1.04
Beta – 3 Years
0.93
0.99
Sharpe Ratio – 1 Year
0.34
0.48
Sharpe Ratio – 3 Years
0.81
0.76
Worst Rolling Year
16.97%
-19.06%
Value at Worst Rolling Year
₹1.17 Cr
₹0.81 Cr
Deepest Drawdown
−19.30%
−15.54%
Recovery Period
122 days
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
19.82%
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
L 16% · M 17% · S 63%
L 53% · M 28% · S 13%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1% / 0%