Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Profusion Multi Strategy PMS
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Profusion Multi Strategy PMS
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%
0.32%
6 Months
9.70%
4.47%
1 Year
10.00%
−9.70%
3 Years
17.10%
—
5 Years
—
—
Since Inception
23.10%
13.40%
Fund Age
3 yrs 6 mo
2 yrs 8 mo
AUM
₹24.16 Cr
₹11.72 Cr
Alpha – 1 Year
5.30%
−4.20%
Alpha – 3 Years
5.00%
—
Information Ratio – 3 Years
0.96
—
Volatility – 1 Year
16.88%
9.16%
Volatility – 3 Years
15.62%
—
Beta – 1 Year
0.95
0.51
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.34
-1.67
Sharpe Ratio – 3 Years
0.81
—
Worst Rolling Year
16.97%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−19.30%
−14.15%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.82%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 16% · M 17% · S 63%
L 17% · M 21% · S 9%
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%
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
Top Sectors
—
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%