Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.61%
2.00%
6 Months
4.03%
4.51%
1 Year
4.49%
15.12%
3 Years
14.35%
22.90%
5 Years
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—
Since Inception
16.62%
24.96%
Fund Age
4 yrs
4 yrs 7 mo
AUM
₹303 Cr
₹136 Cr
Alpha – 1 Year
4.92%
10.40%
Alpha – 3 Years
5.78%
10.82%
Information Ratio – 3 Years
1.15
1.17
Volatility – 1 Year
16.32%
19.24%
Volatility – 3 Years
14.15%
20.81%
Beta – 1 Year
0.98
1.07
Beta – 3 Years
0.97
1.25
Sharpe Ratio – 1 Year
0.01
0.55
Sharpe Ratio – 3 Years
0.64
0.85
Worst Rolling Year
14.36%
21.90%
Value at Worst Rolling Year
₹1.14 Cr
₹1.22 Cr
Deepest Drawdown
−16.17%
−25.24%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
31.91%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 53% · M 22% · S 20%
Number of Stocks
—
18
Portfolio P/E
—
27.00
Top 5 Holdings
—
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
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—
Fixed Fee
0.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%