Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
MOAT - Emerging Moat
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%
2.64%
6 Months
9.70%
5.29%
1 Year
10.00%
2.64%
3 Years
17.10%
8.64%
5 Years
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Since Inception
23.10%
12.31%
Fund Age
3 yrs 6 mo
3 yrs 11 mo
AUM
₹24.16 Cr
₹56.94 Cr
Alpha – 1 Year
5.30%
−2.08%
Alpha – 3 Years
5.00%
−3.45%
Information Ratio – 3 Years
0.96
-0.33
Volatility – 1 Year
16.88%
19.56%
Volatility – 3 Years
15.62%
17.76%
Beta – 1 Year
0.95
1.08
Beta – 3 Years
0.93
1.07
Sharpe Ratio – 1 Year
0.34
-0.05
Sharpe Ratio – 3 Years
0.81
0.31
Worst Rolling Year
16.97%
8.64%
Value at Worst Rolling Year
₹1.17 Cr
₹1.09 Cr
Deepest Drawdown
−19.30%
−25.57%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
14.83%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 16% · M 17% · S 63%
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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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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%