Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Compounder Strategy vs Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Carnelian Capital - Compounder Strategy
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Compounder Strategy
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
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%
3.17%
6 Months
15.76%
6.78%
1 Year
22.36%
13.06%
3 Years
23.83%
8.79%
5 Years
17.53%
—
Since Inception
20.07%
8.64%
Fund Age
7 yrs 3 mo
3 yrs 2 mo
AUM
₹2,271.9 Cr
₹66.61 Cr
Alpha – 1 Year
17.64%
13.41%
Alpha – 3 Years
11.75%
−0.20%
Information Ratio – 3 Years
1.40
—
Volatility – 1 Year
21.11%
20.80%
Volatility – 3 Years
18.96%
—
Beta – 1 Year
1.17
1.21
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.81
0.41
Sharpe Ratio – 3 Years
0.96
—
Worst Rolling Year
10.25%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−19.83%
—
Recovery Period
123 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.55%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 30% · M 46% · S 22%
L 90% · M 10%
Number of Stocks
30
26
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%
Bajaj Auto Ltd · 6.00%
Solar Industries India Ltd · 5.64%
Bharat Electronics Ltd · 5.46%
Cholamandalam Investment & Finance Company Ltd · 5.00%
Aditya Birla Capital Ltd · 4.90%
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%