Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Unifi BCAD
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%
2.20%
6 Months
9.70%
6.88%
1 Year
10.00%
5.29%
3 Years
17.10%
8.34%
5 Years
—
9.52%
Since Inception
23.10%
13.35%
Fund Age
3 yrs 6 mo
8 yrs 3 mo
AUM
₹24.16 Cr
₹237.35 Cr
Alpha – 1 Year
5.30%
0.57%
Alpha – 3 Years
5.00%
−3.75%
Information Ratio – 3 Years
0.96
-0.44
Volatility – 1 Year
16.88%
19.09%
Volatility – 3 Years
15.62%
16.74%
Beta – 1 Year
0.95
1.07
Beta – 3 Years
0.93
1.01
Sharpe Ratio – 1 Year
0.34
0.09
Sharpe Ratio – 3 Years
0.81
0.25
Worst Rolling Year
16.97%
7.37%
Value at Worst Rolling Year
₹1.17 Cr
₹1.07 Cr
Deepest Drawdown
−19.30%
−20.73%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
19.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 17% · S 63%
—
Number of Stocks
—
—
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%