Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Kotak Pioneer Model Strategy Aggressive
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%
1.96%
6 Months
9.70%
−0.83%
1 Year
10.00%
14.95%
3 Years
17.10%
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5 Years
—
—
Since Inception
23.10%
15.45%
Fund Age
3 yrs 6 mo
4 yrs 1 mo
AUM
₹24.16 Cr
₹67.74 Cr
Alpha – 1 Year
5.30%
8.24%
Alpha – 3 Years
5.00%
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Information Ratio – 3 Years
0.96
0.30
Volatility – 1 Year
16.88%
16.48%
Volatility – 3 Years
15.62%
12.47%
Beta – 1 Year
0.95
1.58
Beta – 3 Years
0.93
1.45
Sharpe Ratio – 1 Year
0.34
0.60
Sharpe Ratio – 3 Years
0.81
0.77
Worst Rolling Year
16.97%
13.91%
Value at Worst Rolling Year
₹1.17 Cr
₹1.14 Cr
Deepest Drawdown
−19.30%
−14.92%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
16.42%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 16% · M 17% · S 63%
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Number of Stocks
—
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Portfolio P/E
—
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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%
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / – / –