Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Piper Serica Advisors - Leader 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%
3.10%
6 Months
9.70%
24.70%
1 Year
10.00%
21.80%
3 Years
17.10%
16.46%
5 Years
—
12.29%
Since Inception
23.10%
17.31%
Fund Age
3 yrs 6 mo
7 yrs 2 mo
AUM
₹24.16 Cr
₹328.39 Cr
Alpha – 1 Year
5.30%
22.15%
Alpha – 3 Years
5.00%
7.46%
Information Ratio – 3 Years
0.96
1.55
Volatility – 1 Year
16.88%
22.56%
Volatility – 3 Years
15.62%
18.01%
Beta – 1 Year
0.95
1.10
Beta – 3 Years
0.93
0.98
Sharpe Ratio – 1 Year
0.34
0.85
Sharpe Ratio – 3 Years
0.81
1.07
Worst Rolling Year
16.97%
7.49%
Value at Worst Rolling Year
₹1.17 Cr
₹1.07 Cr
Deepest Drawdown
−19.30%
−21.44%
Recovery Period
122 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
—
Number of Stocks
—
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
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% / 1%