Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
0.67%
6 Months
9.70%
1.38%
1 Year
10.00%
7.78%
3 Years
17.10%
12.37%
5 Years
—
10.07%
Since Inception
23.10%
13.18%
Fund Age
3 yrs 6 mo
6 yrs 8 mo
AUM
₹24.16 Cr
₹1.13 Cr
Alpha – 1 Year
5.30%
8.13%
Alpha – 3 Years
5.00%
3.37%
Information Ratio – 3 Years
0.96
0.42
Volatility – 1 Year
16.88%
17.12%
Volatility – 3 Years
15.62%
14.65%
Beta – 1 Year
0.95
0.93
Beta – 3 Years
0.93
0.90
Sharpe Ratio – 1 Year
0.34
0.21
Sharpe Ratio – 3 Years
0.81
0.51
Worst Rolling Year
16.97%
10.01%
Value at Worst Rolling Year
₹1.17 Cr
₹1.10 Cr
Deepest Drawdown
−19.30%
−15.65%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
15.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
L 34% · M 14% · S 34%
Number of Stocks
—
43
Portfolio P/E
—
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
—
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1% / 0%