Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Compounder Strategy vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Compounder Strategy
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.57%
0.50%
6 Months
15.76%
2.02%
1 Year
22.36%
0.60%
3 Years
23.83%
8.21%
5 Years
17.53%
5.75%
Since Inception
20.07%
9.73%
Fund Age
7 yrs 3 mo
6 yrs
AUM
₹2,271.9 Cr
₹128.19 Cr
Alpha – 1 Year
17.64%
1.03%
Alpha – 3 Years
11.75%
−0.36%
Information Ratio – 3 Years
1.40
0.12
Volatility – 1 Year
21.11%
19.24%
Volatility – 3 Years
18.96%
14.76%
Beta – 1 Year
1.17
1.13
Beta – 3 Years
1.12
0.95
Sharpe Ratio – 1 Year
0.81
-0.16
Sharpe Ratio – 3 Years
0.96
0.24
Worst Rolling Year
10.25%
0.20%
Value at Worst Rolling Year
₹1.10 Cr
₹1.00 Cr
Deepest Drawdown
−19.83%
−18.72%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
21.55%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 46% · S 22%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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%
0% / 0% / 0%