Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Compounder Strategy vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Compounder Strategy
Right Horizons - Flexi Cap
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%
4.94%
6 Months
15.76%
11.49%
1 Year
22.36%
3.89%
3 Years
23.83%
8.19%
5 Years
17.53%
11.02%
Since Inception
20.07%
10.97%
Fund Age
7 yrs 3 mo
13 yrs 8 mo
AUM
₹2,271.9 Cr
₹360.51 Cr
Alpha – 1 Year
17.64%
0.91%
Alpha – 3 Years
11.75%
−3.69%
Information Ratio – 3 Years
1.40
-0.18
Volatility – 1 Year
21.11%
23.04%
Volatility – 3 Years
18.96%
19.34%
Beta – 1 Year
1.17
1.26
Beta – 3 Years
1.12
1.17
Sharpe Ratio – 1 Year
0.81
0.04
Sharpe Ratio – 3 Years
0.96
0.30
Worst Rolling Year
10.25%
-8.10%
Value at Worst Rolling Year
₹1.10 Cr
₹0.92 Cr
Deepest Drawdown
−19.83%
−30.43%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
21.55%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 46% · S 22%
L 38% · M 28% · S 33%
Number of Stocks
30
29
Portfolio P/E
29.80
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
—
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%