Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Compounder Strategy vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Compounder Strategy
Right Horizons - Perennial
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%
−0.19%
6 Months
15.76%
11.46%
1 Year
22.36%
8.21%
3 Years
23.83%
12.09%
5 Years
17.53%
11.81%
Since Inception
20.07%
13.34%
Fund Age
7 yrs 3 mo
5 yrs 3 mo
AUM
₹2,271.9 Cr
₹34.29 Cr
Alpha – 1 Year
17.64%
5.23%
Alpha – 3 Years
11.75%
0.21%
Information Ratio – 3 Years
1.40
0.17
Volatility – 1 Year
21.11%
24.84%
Volatility – 3 Years
18.96%
21.42%
Beta – 1 Year
1.17
1.25
Beta – 3 Years
1.12
1.08
Sharpe Ratio – 1 Year
0.81
0.21
Sharpe Ratio – 3 Years
0.96
0.49
Worst Rolling Year
10.25%
7.11%
Value at Worst Rolling Year
₹1.10 Cr
₹1.07 Cr
Deepest Drawdown
−19.83%
−34.77%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.55%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 46% · S 22%
L 5% · M 7% · S 69%
Number of Stocks
30
37
Portfolio P/E
29.80
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
—
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2.5% / 0% / 0%