Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
3.93%
6 Months
9.70%
25.32%
1 Year
10.00%
18.21%
3 Years
17.10%
32.70%
5 Years
—
23.63%
Since Inception
23.10%
28.38%
Fund Age
3 yrs 6 mo
7 yrs 10 mo
AUM
₹24.16 Cr
₹8,686.39 Cr
Alpha – 1 Year
5.30%
13.49%
Alpha – 3 Years
5.00%
20.61%
Information Ratio – 3 Years
0.96
1.92
Volatility – 1 Year
16.88%
22.97%
Volatility – 3 Years
15.62%
19.40%
Beta – 1 Year
0.95
1.12
Beta – 3 Years
0.93
0.98
Sharpe Ratio – 1 Year
0.34
0.61
Sharpe Ratio – 3 Years
0.81
1.30
Worst Rolling Year
16.97%
17.00%
Value at Worst Rolling Year
₹1.17 Cr
₹1.17 Cr
Deepest Drawdown
−19.30%
−22.23%
Recovery Period
122 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
30.47%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
L 37% · M 30% · S 25%
Number of Stocks
—
43
Portfolio P/E
—
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
—
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 0% / 0%