Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
2.00%
6 Months
19.63%
4.51%
1 Year
10.64%
15.12%
3 Years
12.35%
22.90%
5 Years
10.14%
—
Since Inception
15.37%
24.96%
Fund Age
7 yrs 4 mo
4 yrs 7 mo
AUM
₹270.22 Cr
₹136 Cr
Alpha – 1 Year
5.92%
10.40%
Alpha – 3 Years
0.26%
10.82%
Information Ratio – 3 Years
0.03
1.17
Volatility – 1 Year
18.45%
19.24%
Volatility – 3 Years
15.68%
20.81%
Beta – 1 Year
0.92
1.07
Beta – 3 Years
0.90
1.25
Sharpe Ratio – 1 Year
0.35
0.55
Sharpe Ratio – 3 Years
0.49
0.85
Worst Rolling Year
6.65%
21.90%
Value at Worst Rolling Year
₹1.07 Cr
₹1.22 Cr
Deepest Drawdown
−22.78%
−25.24%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
31.91%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 27% · M 25% · S 36%
L 53% · M 22% · S 20%
Number of Stocks
44
18
Portfolio P/E
41.34
27.00
Top 5 Holdings
Gabriel India Ltd · 6.47%
Aditya Infotech Ltd · 5.17%
Global Health Ltd · 5.14%
Timex Group India Ltd · 4.27%
Divis Laboratories Ltd · 3.46%
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)
2% / 0% / 0%
1% / 0% / 0%