PMS · Equity · Mid & Small Cap
Karma Capital Lotus
Fund size₹24 Cr
Alpha (3Y)5.77%
3Y return17.10%
Fund age3 yrs 6 mo
Fund Manager
Ekta Mehta
Ekta Mehta
Fund Manager, PMS, Karma
Ekta Mehta is a Portfolio Manager at Karma Capital Advisors. She has over 12 years of rich experience spread across multiple facets of investing and financial analysis. She is responsible for managing large cap funds along with coverage of companies in key sectors like Banking, Financials, Insurance, FMCG, Hotels, Hospitals and Oil & Gas. Prior to Karma Capital, Ekta was with MSCI and SGA and explored varied domains of Indexing and Investor Relations. Before that she was with B&K securities as a sell-side analyst covering the media sector and had a brief stint as Research Associate at Karma Capital. Ekta completed her MBA in Finance from N.L Dalmia Institute of Management studies and holds a CFA degree from ICFAI university.
Managing AUM₹24 Cr
Growth of₹Cr
Karma Capital Lotus
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Karma Capital Lotus4.42%10.00%6.10%17.10%—23.10%
Nifty 500−1.02%4.70%−0.10%12.10%—14.40%
Excess over benchmark5.44%5.30%6.20%5.00%—8.70%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
15.62%
Benchmark approx 14.83%
A standard deviation reflecting historical swings.
Sensitivity
0.93
Beta vs benchmark 1.00 · 7% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.81
Sharpe
Excess return gained per unit of volatility.
Capture ratio
108 / 78
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −19.30% from its 30 Oct 2024 peak to a 28 Feb 2025 trough, and recovered on 30 Jun 2025 after 122 days.
Max drawdowns
−19.30%
Recovery period
122 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme30 Oct 202428 Feb 2025−19.30%121 days30 Jun 2025122 days
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak30 Oct 2024
Trough28 Feb 2025
Depth−19.30%
Fell over121 days
Recovered30 Jun 2025
Recovery took122 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Avg market cap
₹1.15 L Cr
Asset class
Equity
Market cap
Large cap15.90%
Mid cap17.00%
Small cap63.00%
Cash & others4.10%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 15.00% gross return.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upside
Fixed Management Fee1.50% / yr
Performance Fee20% of profit
Hurdle RateAbove 10%
Exit load 1.00% within 1 year. Lock-in: Nil.
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