Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Shriram LEAPS
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%
4.25%
6 Months
9.70%
−2.25%
1 Year
10.00%
13.70%
3 Years
17.10%
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5 Years
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Since Inception
23.10%
13.96%
Fund Age
3 yrs 6 mo
18 mo
AUM
₹24.16 Cr
₹0.37 Cr
Alpha – 1 Year
5.30%
14.05%
Alpha – 3 Years
5.00%
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Information Ratio – 3 Years
0.96
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Volatility – 1 Year
16.88%
17.89%
Volatility – 3 Years
15.62%
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Beta – 1 Year
0.95
0.96
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.34
0.51
Sharpe Ratio – 3 Years
0.81
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Worst Rolling Year
16.97%
—
Value at Worst Rolling Year
₹1.17 Cr
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Deepest Drawdown
−19.30%
−15.73%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
19.82%
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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 Silver ETF · 23.02%
Nippon India ETF Gold BeES · 16.92%
State Bank of India · 8.52%
CSB Bank Ltd · 7.11%
HDFC Bank Ltd · 5.12%
Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
1% / – / –
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