Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
9.70%
31.10%
1 Year
10.00%
52.47%
3 Years
17.10%
17.74%
5 Years
—
16.38%
Since Inception
23.10%
15.58%
Fund Age
3 yrs 6 mo
16 yrs 9 mo
AUM
₹24.16 Cr
₹132.42 Cr
Alpha – 1 Year
5.30%
47.75%
Alpha – 3 Years
5.00%
5.65%
Information Ratio – 3 Years
0.96
0.46
Volatility – 1 Year
16.88%
26.74%
Volatility – 3 Years
15.62%
21.32%
Beta – 1 Year
0.95
1.30
Beta – 3 Years
0.93
0.97
Sharpe Ratio – 1 Year
0.34
1.52
Sharpe Ratio – 3 Years
0.81
0.68
Worst Rolling Year
16.97%
-15.93%
Value at Worst Rolling Year
₹1.17 Cr
₹0.84 Cr
Deepest Drawdown
−19.30%
−20.79%
Recovery Period
122 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
19.82%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 16% · M 17% · S 63%
M 9% · S 83%
Number of Stocks
—
26
Portfolio P/E
—
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%