Alternative Investment Funds (AIF)Compare Schemes
Carnelian Capital Compounder Fund - 1 vs Matterhorn India Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital Compounder Fund - 1
Matterhorn India Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.09%
3.36%
6 Months
12.77%
10.52%
1 Year
16.87%
4.14%
3 Years
26.82%
—
5 Years
20.86%
—
Since Inception
22.48%
17.49%
Fund Age
7 yrs 2 mo
2 yrs 10 mo
AUM
—
—
Alpha – 1 Year
15.35%
0.77%
Alpha – 3 Years
16.73%
—
Information Ratio – 3 Years
1.48
—
Volatility – 1 Year
19.51%
25.82%
Volatility – 3 Years
18.47%
—
Beta – 1 Year
1.09
1.40
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.62
0.06
Sharpe Ratio – 3 Years
1.03
—
Worst Rolling Year
11.32%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−16.69%
−20.99%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.67%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 30% · M 42% · S 28%
L 0% · M 16% · S 75%
Number of Stocks
—
54
Portfolio P/E
—
33.41
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%
Rain Industries Ltd
PDS Ltd
Sona BLW Precision Forgings Ltd
Rategain Travel Technologies Ltd
Ramkrishna Forgings Ltd
Top Sectors
—
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
Fixed Fee
—
—
Performance Fee / Plan
—
15% of profit, above 9%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%