Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
1.87%
6 Months
9.70%
3.49%
1 Year
10.00%
5.55%
3 Years
17.10%
12.97%
5 Years
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Since Inception
23.10%
12.27%
Fund Age
3 yrs 6 mo
4 yrs 3 mo
AUM
₹24.16 Cr
₹25.94 Cr
Alpha – 1 Year
5.30%
−0.42%
Alpha – 3 Years
5.00%
2.07%
Information Ratio – 3 Years
0.96
0.10
Volatility – 1 Year
16.88%
15.73%
Volatility – 3 Years
15.62%
12.26%
Beta – 1 Year
0.95
1.56
Beta – 3 Years
0.93
1.42
Sharpe Ratio – 1 Year
0.34
0.07
Sharpe Ratio – 3 Years
0.81
0.62
Worst Rolling Year
16.97%
11.68%
Value at Worst Rolling Year
₹1.17 Cr
₹1.12 Cr
Deepest Drawdown
−19.30%
−11.81%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
17.02%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 16% · M 17% · S 63%
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Number of Stocks
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Portfolio P/E
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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%
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
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Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%