Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
2.00%
6 Months
3.88%
4.51%
1 Year
−7.98%
15.12%
3 Years
11.06%
22.90%
5 Years
10.06%
—
Since Inception
11.56%
24.96%
Fund Age
5 yrs 3 mo
4 yrs 7 mo
AUM
₹106.37 Cr
₹136 Cr
Alpha – 1 Year
−10.96%
10.40%
Alpha – 3 Years
−0.82%
10.82%
Information Ratio – 3 Years
0.00
1.17
Volatility – 1 Year
16.00%
19.24%
Volatility – 3 Years
17.59%
20.81%
Beta – 1 Year
0.79
1.07
Beta – 3 Years
0.97
1.25
Sharpe Ratio – 1 Year
-0.78
0.55
Sharpe Ratio – 3 Years
0.42
0.85
Worst Rolling Year
—
21.90%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
—
−25.24%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.91%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 53% · M 22% · S 20%
Number of Stocks
—
18
Portfolio P/E
—
27.00
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
1.75% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%