Alternative Investment Funds (AIF)Compare Schemes
Carnelian Capital Compounder Fund - 1 vs Kotak India Renaissance Fund-I
Add SchemeGrowth of ₹1 Crore
Carnelian Capital Compounder Fund - 1
Kotak India Renaissance Fund-I
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.09%
4.52%
6 Months
12.77%
8.26%
1 Year
16.87%
4.50%
3 Years
26.82%
10.05%
5 Years
20.86%
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Since Inception
22.48%
10.10%
Fund Age
7 yrs 2 mo
4 yrs 5 mo
AUM
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₹60.73 Cr
Alpha – 1 Year
15.35%
4.93%
Alpha – 3 Years
16.73%
1.48%
Information Ratio – 3 Years
1.48
0.19
Volatility – 1 Year
19.51%
15.08%
Volatility – 3 Years
18.47%
14.98%
Beta – 1 Year
1.09
0.81
Beta – 3 Years
1.08
0.93
Sharpe Ratio – 1 Year
0.62
-0.02
Sharpe Ratio – 3 Years
1.03
0.35
Worst Rolling Year
11.32%
7.06%
Value at Worst Rolling Year
₹1.11 Cr
₹1.07 Cr
Deepest Drawdown
−16.69%
−22.08%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.67%
11.56%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 30% · M 42% · S 28%
L 31% · M 22% · S 40%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Laurus Labs Ltd · 9.50%
Aditya Birla Capital Ltd · 9.20%
Biocon Ltd · 6.50%
One 97 Communications Ltd · 4.80%
Star Health & Allied Insurance Company Ltd · 4.40%
Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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