Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Phillip Capital - Signature India 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%
3.08%
6 Months
9.70%
14.24%
1 Year
10.00%
9.21%
3 Years
17.10%
8.31%
5 Years
—
7.74%
Since Inception
23.10%
11.80%
Fund Age
3 yrs 6 mo
10 yrs 3 mo
AUM
₹24.16 Cr
₹251.07 Cr
Alpha – 1 Year
5.30%
4.51%
Alpha – 3 Years
5.00%
−2.91%
Information Ratio – 3 Years
0.96
-0.50
Volatility – 1 Year
16.88%
21.09%
Volatility – 3 Years
15.62%
15.86%
Beta – 1 Year
0.95
1.13
Beta – 3 Years
0.93
0.93
Sharpe Ratio – 1 Year
0.34
0.27
Sharpe Ratio – 3 Years
0.81
0.26
Worst Rolling Year
16.97%
-3.45%
Value at Worst Rolling Year
₹1.17 Cr
₹0.97 Cr
Deepest Drawdown
−19.30%
−19.63%
Recovery Period
122 days
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
19.82%
11.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
L 30% · M 32% · S 34%
Number of Stocks
—
28
Portfolio P/E
—
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
—
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%