Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Solidarity Advisors - Prudence
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%
8.45%
6 Months
9.70%
29.49%
1 Year
10.00%
37.09%
3 Years
17.10%
18.49%
5 Years
—
12.39%
Since Inception
23.10%
18.64%
Fund Age
3 yrs 6 mo
10 yrs 3 mo
AUM
₹24.16 Cr
₹1,760.35 Cr
Alpha – 1 Year
5.30%
32.37%
Alpha – 3 Years
5.00%
6.40%
Information Ratio – 3 Years
0.96
0.52
Volatility – 1 Year
16.88%
25.02%
Volatility – 3 Years
15.62%
18.27%
Beta – 1 Year
0.95
1.22
Beta – 3 Years
0.93
0.89
Sharpe Ratio – 1 Year
0.34
1.18
Sharpe Ratio – 3 Years
0.81
0.74
Worst Rolling Year
16.97%
-0.28%
Value at Worst Rolling Year
₹1.17 Cr
₹1.00 Cr
Deepest Drawdown
−19.30%
−13.15%
Recovery Period
122 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
19.82%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
L 11% · S 71%
Number of Stocks
—
13
Portfolio P/E
—
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%