Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Motilal Oswal - NTDOP
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%
3.69%
6 Months
9.70%
8.66%
1 Year
10.00%
4.44%
3 Years
17.10%
14.48%
5 Years
—
8.94%
Since Inception
23.10%
14.23%
Fund Age
3 yrs 6 mo
18 yrs 11 mo
AUM
₹24.16 Cr
₹4,562.38 Cr
Alpha – 1 Year
5.30%
1.46%
Alpha – 3 Years
5.00%
2.60%
Information Ratio – 3 Years
0.96
0.08
Volatility – 1 Year
16.88%
20.33%
Volatility – 3 Years
15.62%
19.22%
Beta – 1 Year
0.95
1.12
Beta – 3 Years
0.93
1.12
Sharpe Ratio – 1 Year
0.34
0.00
Sharpe Ratio – 3 Years
0.81
0.51
Worst Rolling Year
16.97%
-6.78%
Value at Worst Rolling Year
₹1.17 Cr
₹0.93 Cr
Deepest Drawdown
−19.30%
−26.97%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.01%
Median Rolling Year
19.82%
15.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
L 16% · M 42% · S 38%
Number of Stocks
—
33
Portfolio P/E
—
40.71
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%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
—
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 0% / 0%