Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Master Trust India Growth Strategy
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%
5.45%
6 Months
9.70%
16.85%
1 Year
10.00%
9.30%
3 Years
17.10%
14.05%
5 Years
—
14.30%
Since Inception
23.10%
24.29%
Fund Age
3 yrs 6 mo
14 yrs 10 mo
AUM
₹24.16 Cr
₹372.24 Cr
Alpha – 1 Year
5.30%
4.58%
Alpha – 3 Years
5.00%
1.97%
Information Ratio – 3 Years
0.96
0.33
Volatility – 1 Year
16.88%
21.18%
Volatility – 3 Years
15.62%
20.18%
Beta – 1 Year
0.95
1.04
Beta – 3 Years
0.93
1.12
Sharpe Ratio – 1 Year
0.34
0.27
Sharpe Ratio – 3 Years
0.81
0.49
Worst Rolling Year
16.97%
-10.46%
Value at Worst Rolling Year
₹1.17 Cr
₹0.90 Cr
Deepest Drawdown
−19.30%
−23.77%
Recovery Period
122 days
99 days
1-Year Rolling Windows Positive
100.00%
93.61%
Median Rolling Year
19.82%
27.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
—
Number of Stocks
—
—
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1.5% / 0.5%