Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.20%
10.15%
6 Months
9.70%
31.39%
1 Year
10.00%
26.01%
3 Years
17.10%
19.28%
5 Years
—
23.67%
Since Inception
23.10%
28.23%
Fund Age
3 yrs 6 mo
5 yrs 4 mo
AUM
₹24.16 Cr
₹483.07 Cr
Alpha – 1 Year
5.30%
21.29%
Alpha – 3 Years
5.00%
7.19%
Information Ratio – 3 Years
0.96
0.38
Volatility – 1 Year
16.88%
27.77%
Volatility – 3 Years
15.62%
26.19%
Beta – 1 Year
0.95
1.29
Beta – 3 Years
0.93
1.20
Sharpe Ratio – 1 Year
0.34
0.78
Sharpe Ratio – 3 Years
0.81
0.61
Worst Rolling Year
16.97%
19.29%
Value at Worst Rolling Year
₹1.17 Cr
₹1.19 Cr
Deepest Drawdown
−19.30%
−32.66%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
L 12% · M 6% · S 81%
Number of Stocks
—
63
Portfolio P/E
—
62.66
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
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%