Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Phillip Income Builder Portfolio
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Phillip Income Builder Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
0.82%
6 Months
9.70%
5.10%
1 Year
10.00%
10.73%
3 Years
17.10%
13.62%
5 Years
—
—
Since Inception
23.10%
13.76%
Fund Age
3 yrs 6 mo
3 yrs
AUM
₹24.16 Cr
₹261.91 Cr
Alpha – 1 Year
5.30%
5.53%
Alpha – 3 Years
5.00%
6.73%
Information Ratio – 3 Years
0.96
2.55
Volatility – 1 Year
16.88%
1.39%
Volatility – 3 Years
15.62%
1.55%
Beta – 1 Year
0.95
0.39
Beta – 3 Years
0.93
0.13
Sharpe Ratio – 1 Year
0.34
3.51
Sharpe Ratio – 3 Years
0.81
4.91
Worst Rolling Year
16.97%
13.63%
Value at Worst Rolling Year
₹1.17 Cr
₹1.14 Cr
Deepest Drawdown
−19.30%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
13.72%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 16% · M 17% · S 63%
—
Number of Stocks
—
—
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%
11% Kosamattam · 0.00%
Muthoot Fincorp Ltd. 10.45% DB REDEEM 24/12/2032 INR 10000 · 0.00%
Indostar Capital Finance Ltd 10.30% DB REDEEM 25/09/2027 INR 1000 · 0.00%
Navi Finserv Ltd. 10.75% DB REDEEM 19/08/2028 INR 10000 · 0.00%
MUTHOOTTU MINI FINANCIERS LTD 9.25 NCD 18SP27 FVRS10000 · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%