Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Right Horizons - Alliance
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%
1.80%
6 Months
9.70%
2.80%
1 Year
10.00%
4.89%
3 Years
17.10%
12.23%
5 Years
—
10.64%
Since Inception
23.10%
8.93%
Fund Age
3 yrs 6 mo
12 yrs
AUM
₹24.16 Cr
₹134.76 Cr
Alpha – 1 Year
5.30%
−1.08%
Alpha – 3 Years
5.00%
1.34%
Information Ratio – 3 Years
0.96
0.07
Volatility – 1 Year
16.88%
10.79%
Volatility – 3 Years
15.62%
9.62%
Beta – 1 Year
0.95
1.04
Beta – 3 Years
0.93
1.10
Sharpe Ratio – 1 Year
0.34
-0.01
Sharpe Ratio – 3 Years
0.81
0.69
Worst Rolling Year
16.97%
0.05%
Value at Worst Rolling Year
₹1.17 Cr
₹1.00 Cr
Deepest Drawdown
−19.30%
−11.50%
Recovery Period
122 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
19.82%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
—
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / – / –