Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
ValueQuest - Growth
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%
1.42%
6 Months
9.70%
31.94%
1 Year
10.00%
21.84%
3 Years
17.10%
17.21%
5 Years
—
16.75%
Since Inception
23.10%
18.18%
Fund Age
3 yrs 6 mo
13 yrs 5 mo
AUM
₹24.16 Cr
₹2,035.08 Cr
Alpha – 1 Year
5.30%
18.86%
Alpha – 3 Years
5.00%
5.32%
Information Ratio – 3 Years
0.96
0.50
Volatility – 1 Year
16.88%
24.29%
Volatility – 3 Years
15.62%
19.24%
Beta – 1 Year
0.95
1.15
Beta – 3 Years
0.93
1.04
Sharpe Ratio – 1 Year
0.34
0.70
Sharpe Ratio – 3 Years
0.81
0.65
Worst Rolling Year
16.97%
-15.08%
Value at Worst Rolling Year
₹1.17 Cr
₹0.85 Cr
Deepest Drawdown
−19.30%
−8.16%
Recovery Period
122 days
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
19.82%
25.54%
5-Year Rolling Windows Positive
—
96.08%
Market-Cap Mix
L 16% · M 17% · S 63%
L 23% · M 1% · S 69%
Number of Stocks
—
24
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 1% / 1%