Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs NJ-Freedom ETF Portfolio
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
NJ-Freedom ETF Portfolio
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%
−0.13%
6 Months
9.70%
1.78%
1 Year
10.00%
6.32%
3 Years
17.10%
11.40%
5 Years
—
9.32%
Since Inception
23.10%
10.72%
Fund Age
3 yrs 6 mo
8 yrs 5 mo
AUM
₹24.16 Cr
₹314.17 Cr
Alpha – 1 Year
5.30%
6.67%
Alpha – 3 Years
5.00%
2.41%
Information Ratio – 3 Years
0.96
0.48
Volatility – 1 Year
16.88%
17.96%
Volatility – 3 Years
15.62%
15.53%
Beta – 1 Year
0.95
1.09
Beta – 3 Years
0.93
1.08
Sharpe Ratio – 1 Year
0.34
0.13
Sharpe Ratio – 3 Years
0.81
0.44
Worst Rolling Year
16.97%
7.40%
Value at Worst Rolling Year
₹1.17 Cr
₹1.07 Cr
Deepest Drawdown
−19.30%
−19.45%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
15.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
L 66% · M 32% · S 1%
Number of Stocks
—
3
Portfolio P/E
—
—
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%
Nippon India ETF Nifty 50 BeES · 41.19%
Nippon India ETF Nifty Midcap 150 · 32.64%
Nippon India ETF Nifty Next 50 Junior BeES · 25.82%
Cash & Cash Equivalent · 0.35%
Top Sectors
—
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%