Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Ksema - Future Frontier Portfolio
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Ksema - Future Frontier Portfolio
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%
3.35%
6 Months
9.70%
27.55%
1 Year
10.00%
—
3 Years
17.10%
—
5 Years
—
—
Since Inception
23.10%
23.98%
Fund Age
3 yrs 6 mo
7 mo
AUM
₹24.16 Cr
₹3.83 Cr
Alpha – 1 Year
5.30%
—
Alpha – 3 Years
5.00%
—
Information Ratio – 3 Years
0.96
—
Volatility – 1 Year
16.88%
—
Volatility – 3 Years
15.62%
—
Beta – 1 Year
0.95
—
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.34
—
Sharpe Ratio – 3 Years
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 16% · M 17% · S 63%
L 18% · M 24% · S 55%
Number of Stocks
—
32
Portfolio P/E
—
49.25
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%
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
Top Sectors
—
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%