Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Karma Capital Lotus
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
9.70%
−1.13%
1 Year
10.00%
6.59%
3 Years
17.10%
20.44%
5 Years
—
16.17%
Since Inception
23.10%
13.07%
Fund Age
3 yrs 6 mo
15 yrs 3 mo
AUM
₹24.16 Cr
—
Alpha – 1 Year
5.30%
6.87%
Alpha – 3 Years
5.00%
9.23%
Information Ratio – 3 Years
0.96
1.61
Volatility – 1 Year
16.88%
20.58%
Volatility – 3 Years
15.62%
16.59%
Beta – 1 Year
0.95
1.21
Beta – 3 Years
0.93
1.13
Sharpe Ratio – 1 Year
0.34
0.15
Sharpe Ratio – 3 Years
0.81
0.90
Worst Rolling Year
16.97%
13.98%
Value at Worst Rolling Year
₹1.17 Cr
₹1.14 Cr
Deepest Drawdown
−19.30%
−16.19%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
L 73% · M 20% · S 7%
Number of Stocks
—
23
Portfolio P/E
—
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
—
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1.5% / 1% / 0.5%