Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Wallfort-Avenue Fund
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%
3.79%
6 Months
9.70%
18.76%
1 Year
10.00%
31.67%
3 Years
17.10%
24.57%
5 Years
—
—
Since Inception
23.10%
26.31%
Fund Age
3 yrs 6 mo
2 yrs 4 mo
AUM
₹24.16 Cr
₹160.31 Cr
Alpha – 1 Year
5.30%
26.95%
Alpha – 3 Years
5.00%
12.48%
Information Ratio – 3 Years
0.96
—
Volatility – 1 Year
16.88%
17.93%
Volatility – 3 Years
15.62%
20.59%
Beta – 1 Year
0.95
0.80
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.34
1.34
Sharpe Ratio – 3 Years
0.81
1.78
Worst Rolling Year
16.97%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−19.30%
−12.22%
Recovery Period
122 days
69 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.82%
—
5-Year Rolling Windows Positive
—
—
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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
Top Sectors
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—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%