Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Tenet Portfolio (previously known as ABC Equity Portfolio)
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%
−0.27%
6 Months
9.70%
−1.47%
1 Year
10.00%
6.66%
3 Years
17.10%
11.29%
5 Years
—
13.68%
Since Inception
23.10%
15.03%
Fund Age
3 yrs 6 mo
5 yrs 7 mo
AUM
₹24.16 Cr
₹138.83 Cr
Alpha – 1 Year
5.30%
7.01%
Alpha – 3 Years
5.00%
2.30%
Information Ratio – 3 Years
0.96
0.23
Volatility – 1 Year
16.88%
16.50%
Volatility – 3 Years
15.62%
16.10%
Beta – 1 Year
0.95
0.93
Beta – 3 Years
0.93
0.99
Sharpe Ratio – 1 Year
0.34
0.15
Sharpe Ratio – 3 Years
0.81
0.41
Worst Rolling Year
16.97%
11.25%
Value at Worst Rolling Year
₹1.17 Cr
₹1.11 Cr
Deepest Drawdown
−19.30%
−21.42%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
—
Number of Stocks
—
18
Portfolio P/E
—
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%