Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Compounder Strategy vs Nine Rivers Capital - Aurum Small Cap Opportunities
Carnelian Capital - Compounder Strategy
Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Compounder Strategy
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.57%
−0.59%
6 Months
15.76%
18.29%
1 Year
22.36%
5.81%
3 Years
23.83%
7.48%
5 Years
17.53%
14.52%
Since Inception
20.07%
24.60%
Fund Age
7 yrs 3 mo
13 yrs 8 mo
AUM
₹2,271.9 Cr
₹708.2 Cr
Alpha – 1 Year
17.64%
1.09%
Alpha – 3 Years
11.75%
−4.61%
Information Ratio – 3 Years
1.40
-0.16
Volatility – 1 Year
21.11%
29.19%
Volatility – 3 Years
18.96%
22.60%
Beta – 1 Year
1.17
1.53
Beta – 3 Years
1.12
1.17
Sharpe Ratio – 1 Year
0.81
0.14
Sharpe Ratio – 3 Years
0.96
0.29
Worst Rolling Year
10.25%
-18.85%
Value at Worst Rolling Year
₹1.10 Cr
₹0.81 Cr
Deepest Drawdown
−19.83%
−30.22%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
21.55%
23.06%
5-Year Rolling Windows Positive
100.00%
96.19%
Market-Cap Mix
L 30% · M 46% · S 22%
—
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%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
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%