Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Compounder Strategy vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Compounder Strategy
Fractal Capital - Opportunities
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%
5.48%
6 Months
15.76%
13.51%
1 Year
22.36%
1.35%
3 Years
23.83%
13.26%
5 Years
17.53%
—
Since Inception
20.07%
19.28%
Fund Age
7 yrs 3 mo
4 yrs 2 mo
AUM
₹2,271.9 Cr
₹36.17 Cr
Alpha – 1 Year
17.64%
−3.37%
Alpha – 3 Years
11.75%
1.17%
Information Ratio – 3 Years
1.40
0.14
Volatility – 1 Year
21.11%
24.66%
Volatility – 3 Years
18.96%
18.82%
Beta – 1 Year
1.17
1.31
Beta – 3 Years
1.12
1.10
Sharpe Ratio – 1 Year
0.81
-0.05
Sharpe Ratio – 3 Years
0.96
0.48
Worst Rolling Year
10.25%
12.70%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−19.83%
−26.89%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.55%
19.63%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 30% · M 46% · S 22%
L 8% · M 16% · S 76%
Number of Stocks
30
24
Portfolio P/E
29.80
29.70
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%
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%