Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
3.40%
6 Months
9.70%
21.77%
1 Year
10.00%
16.05%
3 Years
17.10%
23.24%
5 Years
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Since Inception
23.10%
24.82%
Fund Age
3 yrs 6 mo
3 yrs 1 mo
AUM
₹24.16 Cr
₹415.03 Cr
Alpha – 1 Year
5.30%
11.33%
Alpha – 3 Years
5.00%
11.15%
Information Ratio – 3 Years
0.96
0.72
Volatility – 1 Year
16.88%
25.50%
Volatility – 3 Years
15.62%
24.35%
Beta – 1 Year
0.95
1.34
Beta – 3 Years
0.93
1.27
Sharpe Ratio – 1 Year
0.34
0.50
Sharpe Ratio – 3 Years
0.81
0.77
Worst Rolling Year
16.97%
23.24%
Value at Worst Rolling Year
₹1.17 Cr
₹1.23 Cr
Deepest Drawdown
−19.30%
−25.33%
Recovery Period
122 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 16% · M 17% · S 63%
M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
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Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / – / –