Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
15%
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.50%
2.00%
6 Months
10.26%
4.51%
1 Year
20.10%
15.12%
3 Years
—
22.90%
5 Years
—
—
Since Inception
21.53%
24.96%
Fund Age
18 mo
4 yrs 7 mo
AUM
₹79.16 Cr
₹136 Cr
Alpha – 1 Year
17.12%
10.40%
Alpha – 3 Years
—
10.82%
Information Ratio – 3 Years
—
1.17
Volatility – 1 Year
19.38%
19.24%
Volatility – 3 Years
—
20.81%
Beta – 1 Year
0.85
1.07
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
0.76
0.55
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
21.90%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−14.77%
−25.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.91%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 7% · S 61%
L 53% · M 22% · S 20%
Number of Stocks
66
18
Portfolio P/E
52.54
27.00
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
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
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
—
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%