Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
4.17%
6 Months
9.70%
19.62%
1 Year
10.00%
12.19%
3 Years
17.10%
23.51%
5 Years
—
13.96%
Since Inception
23.10%
23.13%
Fund Age
3 yrs 6 mo
6 yrs 7 mo
AUM
₹24.16 Cr
₹2,332.81 Cr
Alpha – 1 Year
5.30%
9.21%
Alpha – 3 Years
5.00%
11.63%
Information Ratio – 3 Years
0.96
0.83
Volatility – 1 Year
16.88%
26.11%
Volatility – 3 Years
15.62%
21.82%
Beta – 1 Year
0.95
1.32
Beta – 3 Years
0.93
1.14
Sharpe Ratio – 1 Year
0.34
0.33
Sharpe Ratio – 3 Years
0.81
0.83
Worst Rolling Year
16.97%
12.50%
Value at Worst Rolling Year
₹1.17 Cr
₹1.13 Cr
Deepest Drawdown
−19.30%
−24.27%
Recovery Period
122 days
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
L 14% · M 33% · S 52%
Number of Stocks
—
33
Portfolio P/E
—
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 0% / 0%