Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
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
3.22%
2.00%
6 Months
21.55%
4.51%
1 Year
12.76%
15.12%
3 Years
17.77%
22.90%
5 Years
17.56%
—
Since Inception
17.72%
24.96%
Fund Age
6 yrs 8 mo
4 yrs 7 mo
AUM
₹42.03 Cr
₹136 Cr
Alpha – 1 Year
8.04%
10.40%
Alpha – 3 Years
5.68%
10.82%
Information Ratio – 3 Years
0.47
1.17
Volatility – 1 Year
28.82%
19.24%
Volatility – 3 Years
20.90%
20.81%
Beta – 1 Year
1.51
1.07
Beta – 3 Years
1.13
1.25
Sharpe Ratio – 1 Year
0.37
0.55
Sharpe Ratio – 3 Years
0.64
0.85
Worst Rolling Year
11.09%
21.90%
Value at Worst Rolling Year
₹1.11 Cr
₹1.22 Cr
Deepest Drawdown
−23.45%
−25.24%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
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
Greaves Cotton Ltd · 0.00%
Welspun Corp Ltd · 0.00%
S J S Enterprises Ltd · 0.00%
Star Health & Allied Insurance Company Ltd · 0.00%
Welspun Corp Ltd · 0.00%
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%