Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
9.70%
5.19%
1 Year
10.00%
−0.45%
3 Years
17.10%
11.72%
5 Years
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Since Inception
23.10%
12.62%
Fund Age
3 yrs 6 mo
3 yrs 8 mo
AUM
₹24.16 Cr
₹42.96 Cr
Alpha – 1 Year
5.30%
−3.43%
Alpha – 3 Years
5.00%
−0.17%
Information Ratio – 3 Years
0.96
-0.16
Volatility – 1 Year
16.88%
16.93%
Volatility – 3 Years
15.62%
15.20%
Beta – 1 Year
0.95
0.92
Beta – 3 Years
0.93
0.91
Sharpe Ratio – 1 Year
0.34
-0.27
Sharpe Ratio – 3 Years
0.81
0.45
Worst Rolling Year
16.97%
11.64%
Value at Worst Rolling Year
₹1.17 Cr
₹1.12 Cr
Deepest Drawdown
−19.30%
−20.38%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
15.01%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 16% · M 17% · S 63%
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
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% / – / –
0% / 0% / 0%