Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
9.70%
7.38%
1 Year
10.00%
6.08%
3 Years
17.10%
8.22%
5 Years
—
7.99%
Since Inception
23.10%
12.63%
Fund Age
3 yrs 6 mo
9 yrs 9 mo
AUM
₹24.16 Cr
₹145.75 Cr
Alpha – 1 Year
5.30%
1.36%
Alpha – 3 Years
5.00%
−3.87%
Information Ratio – 3 Years
0.96
-0.60
Volatility – 1 Year
16.88%
20.08%
Volatility – 3 Years
15.62%
16.27%
Beta – 1 Year
0.95
1.12
Beta – 3 Years
0.93
1.00
Sharpe Ratio – 1 Year
0.34
0.13
Sharpe Ratio – 3 Years
0.81
0.24
Worst Rolling Year
16.97%
-1.76%
Value at Worst Rolling Year
₹1.17 Cr
₹0.98 Cr
Deepest Drawdown
−19.30%
−19.25%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
19.82%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
L 62% · M 20% · S 7%
Number of Stocks
—
25
Portfolio P/E
—
—
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%
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%