Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Prabhudas Lilladher - Multi Asset Dynamic Portfolio
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Prabhudas Lilladher - Multi Asset Dynamic 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%
3.56%
6 Months
9.70%
13.29%
1 Year
10.00%
22.10%
3 Years
17.10%
16.73%
5 Years
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—
Since Inception
23.10%
10.99%
Fund Age
3 yrs 6 mo
4 yrs 7 mo
AUM
₹24.16 Cr
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Alpha – 1 Year
5.30%
12.64%
Alpha – 3 Years
5.00%
3.66%
Information Ratio – 3 Years
0.96
0.36
Volatility – 1 Year
16.88%
7.16%
Volatility – 3 Years
15.62%
7.82%
Beta – 1 Year
0.95
0.41
Beta – 3 Years
0.93
0.88
Sharpe Ratio – 1 Year
0.34
2.07
Sharpe Ratio – 3 Years
0.81
1.32
Worst Rolling Year
16.97%
7.73%
Value at Worst Rolling Year
₹1.17 Cr
₹1.08 Cr
Deepest Drawdown
−19.30%
−13.81%
Recovery Period
122 days
101 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
12.06%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 16% · M 17% · S 63%
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Number of Stocks
—
—
Portfolio P/E
—
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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%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%