Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
9.70%
2.17%
1 Year
10.00%
7.07%
3 Years
17.10%
15.12%
5 Years
—
—
Since Inception
23.10%
19.80%
Fund Age
3 yrs 6 mo
7 yrs 3 mo
AUM
₹24.16 Cr
₹7.19 Cr
Alpha – 1 Year
5.30%
7.50%
Alpha – 3 Years
5.00%
6.56%
Information Ratio – 3 Years
0.96
1.22
Volatility – 1 Year
16.88%
19.38%
Volatility – 3 Years
15.62%
16.31%
Beta – 1 Year
0.95
1.18
Beta – 3 Years
0.93
1.13
Sharpe Ratio – 1 Year
0.34
0.17
Sharpe Ratio – 3 Years
0.81
0.62
Worst Rolling Year
16.97%
14.31%
Value at Worst Rolling Year
₹1.17 Cr
₹1.14 Cr
Deepest Drawdown
−19.30%
−17.66%
Recovery Period
122 days
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
16.29%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 16% · M 17% · S 63%
L 73% · M 25%
Number of Stocks
—
100
Portfolio P/E
—
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1% / –