Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Kotak Pioneer Model Strategy Conservative
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Kotak Pioneer Model Strategy Conservative
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%
0.76%
6 Months
9.70%
−3.76%
1 Year
10.00%
22.86%
3 Years
17.10%
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5 Years
—
—
Since Inception
23.10%
13.01%
Fund Age
3 yrs 6 mo
4 yrs 1 mo
AUM
₹24.16 Cr
₹1.16 Cr
Alpha – 1 Year
5.30%
16.15%
Alpha – 3 Years
5.00%
—
Information Ratio – 3 Years
0.96
0.30
Volatility – 1 Year
16.88%
15.51%
Volatility – 3 Years
15.62%
9.32%
Beta – 1 Year
0.95
0.62
Beta – 3 Years
0.93
0.45
Sharpe Ratio – 1 Year
0.34
1.06
Sharpe Ratio – 3 Years
0.81
0.93
Worst Rolling Year
16.97%
9.06%
Value at Worst Rolling Year
₹1.17 Cr
₹1.09 Cr
Deepest Drawdown
−19.30%
−13.67%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
14.57%
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
—
—
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) · 15.10%
Kotak Flexi Cap Fund - Direct (G) · 13.59%
HDFC Ultra Short to Short Term Fund - Direct (G) · 11.63%
ICICI Pru Ultra Short to Short Term Fund - Direct (G) · 7.75%
Kotak Active Momentum Fund - Direct (G) · 7.39%
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% / – / –