Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs NAFA - Small Cap
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
NAFA - Small Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
1.33%
6 Months
9.70%
9.10%
1 Year
10.00%
−3.87%
3 Years
17.10%
5.03%
5 Years
—
11.30%
Since Inception
23.10%
15.74%
Fund Age
3 yrs 6 mo
7 yrs 5 mo
AUM
₹24.16 Cr
₹51.79 Cr
Alpha – 1 Year
5.30%
−5.73%
Alpha – 3 Years
5.00%
−7.05%
Information Ratio – 3 Years
0.96
-0.47
Volatility – 1 Year
16.88%
25.89%
Volatility – 3 Years
15.62%
20.56%
Beta – 1 Year
0.95
1.37
Beta – 3 Years
0.93
1.17
Sharpe Ratio – 1 Year
0.34
-0.24
Sharpe Ratio – 3 Years
0.81
0.08
Worst Rolling Year
16.97%
5.04%
Value at Worst Rolling Year
₹1.17 Cr
₹1.05 Cr
Deepest Drawdown
−19.30%
−31.48%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
24.17%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
M 6% · S 89%
Number of Stocks
—
35
Portfolio P/E
—
23.62
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%
Pradeep Metals Ltd · 9.56%
Cash & Cash Equivalent · 6.48%
Canara Robeco Asset Management Company Ltd · 6.41%
City Union Bank Ltd · 5.77%
Rajratan Global Wire Ltd · 5.22%
Top Sectors
—
Financial Services · 23.68%
Automobile and Auto Components · 19.33%
Capital Goods · 14.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%