Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Compounder Strategy vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Compounder 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
4.57%
2.00%
6 Months
15.76%
4.51%
1 Year
22.36%
15.12%
3 Years
23.83%
22.90%
5 Years
17.53%
—
Since Inception
20.07%
24.96%
Fund Age
7 yrs 3 mo
4 yrs 7 mo
AUM
₹2,271.9 Cr
₹136 Cr
Alpha – 1 Year
17.64%
10.40%
Alpha – 3 Years
11.75%
10.82%
Information Ratio – 3 Years
1.40
1.17
Volatility – 1 Year
21.11%
19.24%
Volatility – 3 Years
18.96%
20.81%
Beta – 1 Year
1.17
1.07
Beta – 3 Years
1.12
1.25
Sharpe Ratio – 1 Year
0.81
0.55
Sharpe Ratio – 3 Years
0.96
0.85
Worst Rolling Year
10.25%
21.90%
Value at Worst Rolling Year
₹1.10 Cr
₹1.22 Cr
Deepest Drawdown
−19.83%
−25.24%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.55%
31.91%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 30% · M 46% · S 22%
L 53% · M 22% · S 20%
Number of Stocks
30
18
Portfolio P/E
29.80
27.00
Top 5 Holdings
Aditya Birla Capital Ltd · 10.17%
Laurus Labs Ltd · 8.63%
Biocon Ltd · 7.50%
One 97 Communications Ltd · 4.59%
Bharat Heavy Electricals Ltd · 4.29%
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
—
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%