Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Compounder Strategy vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Compounder Strategy
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
15.76%
10.94%
1 Year
22.36%
1.03%
3 Years
23.83%
11.45%
5 Years
17.53%
15.19%
Since Inception
20.07%
27.03%
Fund Age
7 yrs 3 mo
5 yrs 11 mo
AUM
₹2,271.9 Cr
₹298.71 Cr
Alpha – 1 Year
17.64%
−3.69%
Alpha – 3 Years
11.75%
−0.64%
Information Ratio – 3 Years
1.40
-0.04
Volatility – 1 Year
21.11%
27.68%
Volatility – 3 Years
18.96%
23.40%
Beta – 1 Year
1.17
1.45
Beta – 3 Years
1.12
1.22
Sharpe Ratio – 1 Year
0.81
-0.03
Sharpe Ratio – 3 Years
0.96
0.35
Worst Rolling Year
10.25%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−19.83%
—
Recovery Period
123 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.55%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 30% · M 46% · S 22%
L 2% · M 2% · S 86%
Number of Stocks
30
36
Portfolio P/E
29.80
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
—
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%