Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
9.70%
6.66%
1 Year
10.00%
7.95%
3 Years
17.10%
14.01%
5 Years
—
12.40%
Since Inception
23.10%
16.07%
Fund Age
3 yrs 6 mo
12 yrs 5 mo
AUM
₹24.16 Cr
₹27.98 Cr
Alpha – 1 Year
5.30%
3.23%
Alpha – 3 Years
5.00%
1.92%
Information Ratio – 3 Years
0.96
0.55
Volatility – 1 Year
16.88%
16.42%
Volatility – 3 Years
15.62%
14.36%
Beta – 1 Year
0.95
0.92
Beta – 3 Years
0.93
0.91
Sharpe Ratio – 1 Year
0.34
0.15
Sharpe Ratio – 3 Years
0.81
0.63
Worst Rolling Year
16.97%
-4.39%
Value at Worst Rolling Year
₹1.17 Cr
₹0.96 Cr
Deepest Drawdown
−19.30%
−17.36%
Recovery Period
122 days
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
19.82%
15.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
L 25% · M 6% · S 37%
Number of Stocks
—
30
Portfolio P/E
—
29.90
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%
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
—
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 0% / 0%