Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
0.97%
6 Months
9.70%
6.33%
1 Year
10.00%
−0.99%
3 Years
17.10%
6.26%
5 Years
—
6.47%
Since Inception
23.10%
5.18%
Fund Age
3 yrs 6 mo
19 yrs 5 mo
AUM
₹24.16 Cr
₹95.89 Cr
Alpha – 1 Year
5.30%
2.51%
Alpha – 3 Years
5.00%
−2.73%
Information Ratio – 3 Years
0.96
-0.10
Volatility – 1 Year
16.88%
20.93%
Volatility – 3 Years
15.62%
17.77%
Beta – 1 Year
0.95
1.14
Beta – 3 Years
0.93
1.05
Sharpe Ratio – 1 Year
0.34
-0.20
Sharpe Ratio – 3 Years
0.81
0.23
Worst Rolling Year
16.97%
-21.50%
Value at Worst Rolling Year
₹1.17 Cr
₹0.79 Cr
Deepest Drawdown
−19.30%
−30.66%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
19.82%
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
L 16% · M 17% · S 63%
L 77% · M 12% · S 11%
Number of Stocks
—
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
—
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%