Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE 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
4.88%
2.00%
6 Months
21.32%
4.51%
1 Year
24.13%
15.12%
3 Years
24.49%
22.90%
5 Years
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—
Since Inception
27.33%
24.96%
Fund Age
4 yrs 10 mo
4 yrs 7 mo
AUM
₹3,911.89 Cr
₹136 Cr
Alpha – 1 Year
19.41%
10.40%
Alpha – 3 Years
12.41%
10.82%
Information Ratio – 3 Years
1.08
1.17
Volatility – 1 Year
23.48%
19.24%
Volatility – 3 Years
21.23%
20.81%
Beta – 1 Year
1.26
1.07
Beta – 3 Years
1.19
1.25
Sharpe Ratio – 1 Year
0.81
0.55
Sharpe Ratio – 3 Years
0.90
0.85
Worst Rolling Year
22.93%
21.90%
Value at Worst Rolling Year
₹1.23 Cr
₹1.22 Cr
Deepest Drawdown
−20.36%
−25.24%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
31.91%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 53% · M 22% · S 20%
Number of Stocks
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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
—
1.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%