Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Sowilo Multicap Fund
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%
3.12%
6 Months
9.70%
20.18%
1 Year
10.00%
17.30%
3 Years
17.10%
18.32%
5 Years
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Since Inception
23.10%
21.17%
Fund Age
3 yrs 6 mo
3 yrs 2 mo
AUM
₹24.16 Cr
₹171.55 Cr
Alpha – 1 Year
5.30%
12.58%
Alpha – 3 Years
5.00%
6.23%
Information Ratio – 3 Years
0.96
0.82
Volatility – 1 Year
16.88%
24.39%
Volatility – 3 Years
15.62%
21.61%
Beta – 1 Year
0.95
1.30
Beta – 3 Years
0.93
1.25
Sharpe Ratio – 1 Year
0.34
0.55
Sharpe Ratio – 3 Years
0.81
0.70
Worst Rolling Year
16.97%
18.30%
Value at Worst Rolling Year
₹1.17 Cr
₹1.18 Cr
Deepest Drawdown
−19.30%
−26.88%
Recovery Period
122 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
19.41%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 16% · M 17% · S 63%
L 4% · M 4% · S 88%
Number of Stocks
—
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%