Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Compounder Strategy vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Compounder Strategy
Renaissance - Opportunities Portfolio
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%
−0.04%
6 Months
15.76%
0.28%
1 Year
22.36%
2.14%
3 Years
23.83%
10.02%
5 Years
17.53%
13.15%
Since Inception
20.07%
11.46%
Fund Age
7 yrs 3 mo
8 yrs 7 mo
AUM
₹2,271.9 Cr
₹585.94 Cr
Alpha – 1 Year
17.64%
2.49%
Alpha – 3 Years
11.75%
1.02%
Information Ratio – 3 Years
1.40
0.18
Volatility – 1 Year
21.11%
16.38%
Volatility – 3 Years
18.96%
14.42%
Beta – 1 Year
1.17
1.00
Beta – 3 Years
1.12
0.96
Sharpe Ratio – 1 Year
0.81
-0.13
Sharpe Ratio – 3 Years
0.96
0.38
Worst Rolling Year
10.25%
3.37%
Value at Worst Rolling Year
₹1.10 Cr
₹1.03 Cr
Deepest Drawdown
−19.83%
−17.04%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.55%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 46% · S 22%
L 65% · M 26% · S 8%
Number of Stocks
30
31
Portfolio P/E
29.80
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
—
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 0%