Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Wright Factor Fund
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%
10.96%
6 Months
9.70%
14.84%
1 Year
10.00%
16.93%
3 Years
17.10%
—
5 Years
—
—
Since Inception
23.10%
20.33%
Fund Age
3 yrs 6 mo
3 yrs
AUM
₹24.16 Cr
₹214.05 Cr
Alpha – 1 Year
5.30%
12.21%
Alpha – 3 Years
5.00%
—
Information Ratio – 3 Years
0.96
0.51
Volatility – 1 Year
16.88%
22.29%
Volatility – 3 Years
15.62%
21.03%
Beta – 1 Year
0.95
0.97
Beta – 3 Years
0.93
0.97
Sharpe Ratio – 1 Year
0.34
0.57
Sharpe Ratio – 3 Years
0.81
0.72
Worst Rolling Year
16.97%
18.92%
Value at Worst Rolling Year
₹1.17 Cr
₹1.19 Cr
Deepest Drawdown
−19.30%
−27.91%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.82%
19.26%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 16% · M 17% · S 63%
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
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—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%