Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Omni Super Debt
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Omni Super Debt
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%
2.38%
6 Months
9.70%
6.85%
1 Year
10.00%
—
3 Years
17.10%
—
5 Years
—
—
Since Inception
23.10%
4.44%
Fund Age
3 yrs 6 mo
8 mo
AUM
₹24.16 Cr
₹0.03 Cr
Alpha – 1 Year
5.30%
—
Alpha – 3 Years
5.00%
—
Information Ratio – 3 Years
0.96
—
Volatility – 1 Year
16.88%
—
Volatility – 3 Years
15.62%
—
Beta – 1 Year
0.95
—
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.34
—
Sharpe Ratio – 3 Years
0.81
—
Worst Rolling Year
16.97%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−19.30%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.82%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 16% · M 17% · S 63%
—
Number of Stocks
—
4
Portfolio P/E
—
46.60
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%
Powergrid Infrastructure Investment Trust · 25.00%
LIC MF Nifty 8-13 yr G-Sec ETF · 25.00%
BHARAT Bond ETF - April 2033 · 25.00%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 25.00%
Top Sectors
—
Government · 42.79%
Power · 28.89%
Financial Services · 13.83%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%