Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Merisis Multicap Portfolio
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Merisis Multicap 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%
3.02%
6 Months
9.70%
14.30%
1 Year
10.00%
18.52%
3 Years
17.10%
11.27%
5 Years
—
8.98%
Since Inception
23.10%
16.57%
Fund Age
3 yrs 6 mo
6 yrs 6 mo
AUM
₹24.16 Cr
₹4.79 Cr
Alpha – 1 Year
5.30%
18.87%
Alpha – 3 Years
5.00%
2.27%
Information Ratio – 3 Years
0.96
0.39
Volatility – 1 Year
16.88%
19.72%
Volatility – 3 Years
15.62%
16.55%
Beta – 1 Year
0.95
1.05
Beta – 3 Years
0.93
0.99
Sharpe Ratio – 1 Year
0.34
0.68
Sharpe Ratio – 3 Years
0.81
0.41
Worst Rolling Year
16.97%
3.70%
Value at Worst Rolling Year
₹1.17 Cr
₹1.04 Cr
Deepest Drawdown
−19.30%
−22.25%
Recovery Period
122 days
511 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
10.81%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
L 4% · S 64%
Number of Stocks
—
9
Portfolio P/E
—
13.20
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%
Cash & Cash Equivalent · 14.62%
Tamilnad Mercantile Bank Ltd · 11.18%
Northern Arc Capital Ltd · 9.26%
Wockhardt Ltd · 8.90%
Glaxosmithkline Pharmaceuticals Ltd · 8.24%
Top Sectors
—
Financial Services · 34.78%
Healthcare · 17.14%
Automobile and Auto Components · 7.77%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%