Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
9.70%
1.92%
1 Year
10.00%
0.43%
3 Years
17.10%
—
5 Years
—
—
Since Inception
23.10%
6.17%
Fund Age
3 yrs 6 mo
2 yrs 2 mo
AUM
₹24.16 Cr
₹22.98 Cr
Alpha – 1 Year
5.30%
−2.55%
Alpha – 3 Years
5.00%
—
Information Ratio – 3 Years
0.96
—
Volatility – 1 Year
16.88%
16.90%
Volatility – 3 Years
15.62%
—
Beta – 1 Year
0.95
0.96
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.34
-0.22
Sharpe Ratio – 3 Years
0.81
—
Worst Rolling Year
16.97%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−19.30%
−16.17%
Recovery Period
122 days
Not yet recovered
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%
L 61% · M 14% · S 21%
Number of Stocks
—
41
Portfolio P/E
—
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%