Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
11.42%
6 Months
9.70%
35.03%
1 Year
10.00%
37.21%
3 Years
17.10%
27.05%
5 Years
—
21.76%
Since Inception
23.10%
19.33%
Fund Age
3 yrs 6 mo
6 yrs 10 mo
AUM
₹24.16 Cr
₹2,975 Cr
Alpha – 1 Year
5.30%
23.77%
Alpha – 3 Years
5.00%
6.78%
Information Ratio – 3 Years
0.96
5.24
Volatility – 1 Year
16.88%
18.59%
Volatility – 3 Years
15.62%
19.39%
Beta – 1 Year
0.95
1.23
Beta – 3 Years
0.93
1.12
Sharpe Ratio – 1 Year
0.34
1.44
Sharpe Ratio – 3 Years
0.81
0.98
Worst Rolling Year
16.97%
-6.18%
Value at Worst Rolling Year
₹1.17 Cr
₹0.94 Cr
Deepest Drawdown
−19.30%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
19.82%
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
—
Number of Stocks
—
14
Portfolio P/E
—
25.70
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%
—
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%