Portfolio Management Services (PMS)Compare Schemes
Karma Capital Lotus vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Karma Capital Lotus
Xylem Maverick Strategy
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%
9.42%
6 Months
9.70%
52.78%
1 Year
10.00%
27.27%
3 Years
17.10%
—
5 Years
—
—
Since Inception
23.10%
23.72%
Fund Age
3 yrs 6 mo
19 mo
AUM
₹24.16 Cr
₹71.55 Cr
Alpha – 1 Year
5.30%
22.55%
Alpha – 3 Years
5.00%
—
Information Ratio – 3 Years
0.96
—
Volatility – 1 Year
16.88%
31.93%
Volatility – 3 Years
15.62%
—
Beta – 1 Year
0.95
1.29
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.34
0.74
Sharpe Ratio – 3 Years
0.81
—
Worst Rolling Year
16.97%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−19.30%
−27.01%
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%
S 96%
Number of Stocks
—
19
Portfolio P/E
—
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%