Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.20%
0.30%
6 Months
9.70%
26.99%
1 Year
10.00%
26.29%
3 Years
17.10%
27.01%
5 Years
—
—
Since Inception
23.10%
35.84%
Fund Age
3 yrs 6 mo
4 yrs 3 mo
AUM
₹24.16 Cr
₹521.91 Cr
Alpha – 1 Year
5.30%
28.33%
Alpha – 3 Years
5.00%
20.36%
Information Ratio – 3 Years
0.96
—
Volatility – 1 Year
16.88%
31.27%
Volatility – 3 Years
15.62%
25.96%
Beta – 1 Year
0.95
—
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.34
0.72
Sharpe Ratio – 3 Years
0.81
0.85
Worst Rolling Year
16.97%
27.02%
Value at Worst Rolling Year
₹1.17 Cr
₹1.27 Cr
Deepest Drawdown
−19.30%
−26.38%
Recovery Period
122 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 16% · M 17% · S 63%
—
Number of Stocks
—
49
Portfolio P/E
—
21.17
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / – / –
—