Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs MoneyBee-QUEENBEE
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
MoneyBee-QUEENBEE
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%
1.65%
6 Months
9.70%
18.05%
1 Year
10.00%
−2.50%
3 Years
17.10%
11.39%
5 Years
—
20.90%
Since Inception
23.10%
19.45%
Fund Age
3 yrs 6 mo
19 yrs 2 mo
AUM
₹24.16 Cr
₹108.27 Cr
Alpha – 1 Year
5.30%
−6.26%
Alpha – 3 Years
5.00%
0.49%
Information Ratio – 3 Years
0.96
—
Volatility – 1 Year
16.88%
31.36%
Volatility – 3 Years
15.62%
—
Beta – 1 Year
0.95
1.61
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.34
-0.11
Sharpe Ratio – 3 Years
0.81
—
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%
Deep Industries Ltd · 24.32%
K.P. Energy Ltd · 14.58%
Suyog Telematics Ltd · 6.69%
Tejas Networks Ltd · 6.15%
Kilburn Engineering Ltd · 5.22%
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%