Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
QED Capital - Alphabets
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%
4.25%
6 Months
9.70%
7.44%
1 Year
10.00%
14.27%
3 Years
17.10%
13.32%
5 Years
—
10.94%
Since Inception
23.10%
15.43%
Fund Age
3 yrs 6 mo
5 yrs 4 mo
AUM
₹24.16 Cr
₹21.45 Cr
Alpha – 1 Year
5.30%
9.55%
Alpha – 3 Years
5.00%
1.23%
Information Ratio – 3 Years
0.96
0.37
Volatility – 1 Year
16.88%
12.68%
Volatility – 3 Years
15.62%
17.36%
Beta – 1 Year
0.95
0.58
Beta – 3 Years
0.93
0.73
Sharpe Ratio – 1 Year
0.34
0.70
Sharpe Ratio – 3 Years
0.81
0.70
Worst Rolling Year
16.97%
12.64%
Value at Worst Rolling Year
₹1.17 Cr
₹1.13 Cr
Deepest Drawdown
−19.30%
−26.06%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
17.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
L 7% · M 28% · S 62%
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
—
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%