Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Compounder Strategy vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Compounder Strategy
Motilal Oswal - Mid to Mega 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%
4.17%
6 Months
15.76%
19.62%
1 Year
22.36%
12.19%
3 Years
23.83%
23.51%
5 Years
17.53%
13.96%
Since Inception
20.07%
23.13%
Fund Age
7 yrs 3 mo
6 yrs 7 mo
AUM
₹2,271.9 Cr
₹2,332.81 Cr
Alpha – 1 Year
17.64%
9.21%
Alpha – 3 Years
11.75%
11.63%
Information Ratio – 3 Years
1.40
0.83
Volatility – 1 Year
21.11%
26.11%
Volatility – 3 Years
18.96%
21.82%
Beta – 1 Year
1.17
1.32
Beta – 3 Years
1.12
1.14
Sharpe Ratio – 1 Year
0.81
0.33
Sharpe Ratio – 3 Years
0.96
0.83
Worst Rolling Year
10.25%
12.50%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−19.83%
−24.27%
Recovery Period
123 days
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.55%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 46% · S 22%
L 14% · M 33% · S 52%
Number of Stocks
30
33
Portfolio P/E
29.80
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%