Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Money Life - Mas Growth
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Money Life - Mas Growth
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%
2.70%
6 Months
9.70%
18.50%
1 Year
10.00%
9.19%
3 Years
17.10%
14.83%
5 Years
—
14.00%
Since Inception
23.10%
21.97%
Fund Age
3 yrs 6 mo
6 yrs 10 mo
AUM
₹24.16 Cr
₹147.62 Cr
Alpha – 1 Year
5.30%
9.54%
Alpha – 3 Years
5.00%
5.83%
Information Ratio – 3 Years
0.96
0.34
Volatility – 1 Year
16.88%
19.11%
Volatility – 3 Years
15.62%
21.05%
Beta – 1 Year
0.95
0.83
Beta – 3 Years
0.93
0.91
Sharpe Ratio – 1 Year
0.34
0.27
Sharpe Ratio – 3 Years
0.81
0.51
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%
—
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%