Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
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
−1.86%
2.00%
6 Months
0.50%
4.51%
1 Year
6.34%
15.12%
3 Years
19.74%
22.90%
5 Years
16.62%
—
Since Inception
20.10%
24.96%
Fund Age
6 yrs 1 mo
4 yrs 7 mo
AUM
₹56.91 Cr
₹136 Cr
Alpha – 1 Year
1.64%
10.40%
Alpha – 3 Years
7.64%
10.82%
Information Ratio – 3 Years
0.90
1.17
Volatility – 1 Year
16.52%
19.24%
Volatility – 3 Years
17.18%
20.81%
Beta – 1 Year
0.89
1.07
Beta – 3 Years
1.04
1.25
Sharpe Ratio – 1 Year
0.14
0.55
Sharpe Ratio – 3 Years
0.84
0.85
Worst Rolling Year
18.93%
21.90%
Value at Worst Rolling Year
₹1.19 Cr
₹1.22 Cr
Deepest Drawdown
−18.72%
−25.24%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.30%
31.91%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 59% · M 40%
L 53% · M 22% · S 20%
Number of Stocks
20
18
Portfolio P/E
27.00
27.00
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
—
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%