Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Nuvama Equities eXpansion Target
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%
2.94%
6 Months
9.70%
19.15%
1 Year
10.00%
14.85%
3 Years
17.10%
14.64%
5 Years
—
—
Since Inception
23.10%
15.52%
Fund Age
3 yrs 6 mo
3 yrs 3 mo
AUM
₹24.16 Cr
₹213.16 Cr
Alpha – 1 Year
5.30%
10.13%
Alpha – 3 Years
5.00%
2.55%
Information Ratio – 3 Years
0.96
0.17
Volatility – 1 Year
16.88%
28.62%
Volatility – 3 Years
15.62%
24.62%
Beta – 1 Year
0.95
1.48
Beta – 3 Years
0.93
1.33
Sharpe Ratio – 1 Year
0.34
0.43
Sharpe Ratio – 3 Years
0.81
0.46
Worst Rolling Year
16.97%
12.87%
Value at Worst Rolling Year
₹1.17 Cr
₹1.13 Cr
Deepest Drawdown
−19.30%
−26.40%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
15.08%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 16% · M 17% · S 63%
—
Number of Stocks
—
33
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1% / 0%