Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
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
−2.58%
2.00%
6 Months
1.87%
4.51%
1 Year
8.68%
15.12%
3 Years
16.60%
22.90%
5 Years
15.36%
—
Since Inception
12.51%
24.96%
Fund Age
8 yrs 8 mo
4 yrs 7 mo
AUM
₹4.55 Cr
₹136 Cr
Alpha – 1 Year
3.96%
10.40%
Alpha – 3 Years
4.51%
10.82%
Information Ratio – 3 Years
0.64
1.17
Volatility – 1 Year
15.98%
19.24%
Volatility – 3 Years
15.76%
20.81%
Beta – 1 Year
0.87
1.07
Beta – 3 Years
0.94
1.25
Sharpe Ratio – 1 Year
0.27
0.55
Sharpe Ratio – 3 Years
0.72
0.85
Worst Rolling Year
1.47%
21.90%
Value at Worst Rolling Year
₹1.01 Cr
₹1.22 Cr
Deepest Drawdown
−17.84%
−25.24%
Recovery Period
136 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
31.91%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 68% · M 14% · S 12%
L 53% · M 22% · S 20%
Number of Stocks
14
18
Portfolio P/E
31.16
27.00
Top 5 Holdings
Cash & Cash Equivalent · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
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
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
—
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%