Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
PGIM India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
3.44%
6 Months
9.70%
14.84%
1 Year
10.00%
−4.03%
3 Years
17.10%
5.65%
5 Years
—
—
Since Inception
23.10%
11.22%
Fund Age
3 yrs 6 mo
3 yrs 7 mo
AUM
₹24.16 Cr
₹83.14 Cr
Alpha – 1 Year
5.30%
−3.68%
Alpha – 3 Years
5.00%
−3.35%
Information Ratio – 3 Years
0.96
-0.26
Volatility – 1 Year
16.88%
22.60%
Volatility – 3 Years
15.62%
18.97%
Beta – 1 Year
0.95
1.04
Beta – 3 Years
0.93
1.04
Sharpe Ratio – 1 Year
0.34
-0.31
Sharpe Ratio – 3 Years
0.81
0.11
Worst Rolling Year
16.97%
4.98%
Value at Worst Rolling Year
₹1.17 Cr
₹1.05 Cr
Deepest Drawdown
−19.30%
−33.20%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
7.75%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 16% · M 17% · S 63%
L 9% · M 28% · S 60%
Number of Stocks
—
27
Portfolio P/E
—
28.70
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%
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
—
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%