Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Motilal Oswal - Value Migration
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%
0.78%
6 Months
9.70%
11.75%
1 Year
10.00%
−2.37%
3 Years
17.10%
17.81%
5 Years
—
14.66%
Since Inception
23.10%
18.91%
Fund Age
3 yrs 6 mo
23 yrs 5 mo
AUM
₹24.16 Cr
₹3,220.2 Cr
Alpha – 1 Year
5.30%
−5.35%
Alpha – 3 Years
5.00%
5.93%
Information Ratio – 3 Years
0.96
0.54
Volatility – 1 Year
16.88%
21.49%
Volatility – 3 Years
15.62%
20.84%
Beta – 1 Year
0.95
1.07
Beta – 3 Years
0.93
1.13
Sharpe Ratio – 1 Year
0.34
-0.27
Sharpe Ratio – 3 Years
0.81
0.64
Worst Rolling Year
16.97%
-7.44%
Value at Worst Rolling Year
₹1.17 Cr
₹0.93 Cr
Deepest Drawdown
−19.30%
−27.33%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.32%
Median Rolling Year
19.82%
14.52%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 16% · M 17% · S 63%
L 28% · M 48% · S 19%
Number of Stocks
—
27
Portfolio P/E
—
57.85
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%
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
—
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 0% / 0%