Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
NJ - Multicap
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%
2.92%
6 Months
9.70%
8.20%
1 Year
10.00%
15.48%
3 Years
17.10%
18.05%
5 Years
—
15.54%
Since Inception
23.10%
14.61%
Fund Age
3 yrs 6 mo
10 yrs 4 mo
AUM
₹24.16 Cr
₹747.6 Cr
Alpha – 1 Year
5.30%
15.83%
Alpha – 3 Years
5.00%
9.06%
Information Ratio – 3 Years
0.96
0.72
Volatility – 1 Year
16.88%
18.67%
Volatility – 3 Years
15.62%
21.45%
Beta – 1 Year
0.95
1.12
Beta – 3 Years
0.93
1.31
Sharpe Ratio – 1 Year
0.34
0.58
Sharpe Ratio – 3 Years
0.81
0.64
Worst Rolling Year
16.97%
-13.89%
Value at Worst Rolling Year
₹1.17 Cr
₹0.86 Cr
Deepest Drawdown
−19.30%
−30.97%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
77.45%
Median Rolling Year
19.82%
21.11%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
L 35% · M 50% · S 14%
Number of Stocks
—
25
Portfolio P/E
—
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
—
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%