Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs True Beacon-Flexicap Fundamental Opportunities
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
True Beacon-Flexicap Fundamental Opportunities
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%
2.72%
6 Months
9.70%
15.01%
1 Year
10.00%
17.96%
3 Years
17.10%
17.24%
5 Years
—
—
Since Inception
23.10%
18.03%
Fund Age
3 yrs 6 mo
3 yrs 4 mo
AUM
₹24.16 Cr
₹146.81 Cr
Alpha – 1 Year
5.30%
14.98%
Alpha – 3 Years
5.00%
5.35%
Information Ratio – 3 Years
0.96
0.78
Volatility – 1 Year
16.88%
19.01%
Volatility – 3 Years
15.62%
16.70%
Beta – 1 Year
0.95
1.02
Beta – 3 Years
0.93
0.99
Sharpe Ratio – 1 Year
0.34
0.68
Sharpe Ratio – 3 Years
0.81
0.72
Worst Rolling Year
16.97%
17.01%
Value at Worst Rolling Year
₹1.17 Cr
₹1.17 Cr
Deepest Drawdown
−19.30%
−19.00%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
17.57%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 16% · M 17% · S 63%
—
Number of Stocks
—
50
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%
ICICI Bank Ltd · 10.54%
SPR Auto Technologies Ltd · 7.76%
Stylam Industries Ltd · 6.55%
Pearl Global Industries Ltd · 6.42%
Nuvama Wealth Management Ltd · 6.34%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%