Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
SageOne - Smallcap Portfolio
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%
0.91%
6 Months
9.70%
22.17%
1 Year
10.00%
13.49%
3 Years
17.10%
12.21%
5 Years
—
11.23%
Since Inception
23.10%
22.14%
Fund Age
3 yrs 6 mo
7 yrs 4 mo
AUM
₹24.16 Cr
₹1,280.4 Cr
Alpha – 1 Year
5.30%
8.77%
Alpha – 3 Years
5.00%
0.12%
Information Ratio – 3 Years
0.96
0.01
Volatility – 1 Year
16.88%
24.60%
Volatility – 3 Years
15.62%
22.41%
Beta – 1 Year
0.95
1.20
Beta – 3 Years
0.93
1.15
Sharpe Ratio – 1 Year
0.34
0.41
Sharpe Ratio – 3 Years
0.81
0.39
Worst Rolling Year
16.97%
4.49%
Value at Worst Rolling Year
₹1.17 Cr
₹1.04 Cr
Deepest Drawdown
−19.30%
−26.42%
Recovery Period
122 days
479 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
19.05%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
S 100%
Number of Stocks
—
18
Portfolio P/E
—
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
—
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%