Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Compounder Strategy vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Compounder Strategy
Karma - Wealth Builder
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%
4.30%
6 Months
15.76%
9.50%
1 Year
22.36%
10.30%
3 Years
23.83%
13.40%
5 Years
17.53%
13.85%
Since Inception
20.07%
12.90%
Fund Age
7 yrs 3 mo
19 yrs 8 mo
AUM
₹2,271.9 Cr
₹295.65 Cr
Alpha – 1 Year
17.64%
5.60%
Alpha – 3 Years
11.75%
1.30%
Information Ratio – 3 Years
1.40
0.46
Volatility – 1 Year
21.11%
20.18%
Volatility – 3 Years
18.96%
17.30%
Beta – 1 Year
1.17
1.09
Beta – 3 Years
1.12
1.05
Sharpe Ratio – 1 Year
0.81
0.32
Sharpe Ratio – 3 Years
0.96
0.49
Worst Rolling Year
10.25%
-20.52%
Value at Worst Rolling Year
₹1.10 Cr
₹0.79 Cr
Deepest Drawdown
−19.83%
−12.92%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
21.55%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 30% · M 46% · S 22%
L 21% · M 15% · S 62%
Number of Stocks
30
—
Portfolio P/E
29.80
—
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –