Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
2.00%
6 Months
−4.71%
4.51%
1 Year
−3.08%
15.12%
3 Years
0.90%
22.90%
5 Years
2.23%
—
Since Inception
3.05%
24.96%
Fund Age
8 yrs 1 mo
4 yrs 7 mo
AUM
₹0.38 Cr
₹136 Cr
Alpha – 1 Year
−2.73%
10.40%
Alpha – 3 Years
−8.10%
10.82%
Information Ratio – 3 Years
-0.39
1.17
Volatility – 1 Year
6.90%
19.24%
Volatility – 3 Years
8.35%
20.81%
Beta – 1 Year
0.35
1.07
Beta – 3 Years
0.40
1.25
Sharpe Ratio – 1 Year
-1.18
0.55
Sharpe Ratio – 3 Years
-0.31
0.85
Worst Rolling Year
0.90%
21.90%
Value at Worst Rolling Year
₹1.01 Cr
₹1.22 Cr
Deepest Drawdown
−16.09%
−25.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
31.91%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 53% · M 22% · S 20%
Number of Stocks
—
18
Portfolio P/E
—
27.00
Top 5 Holdings
Aditya Birla SL Liquid Fund - Direct (G) · 39.47%
Lupin Ltd · 22.96%
Other Funds · 15.79%
Godrej Consumer Products Ltd · 7.34%
Gujarat Pipavav Port Ltd · 6.23%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%