Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Compounder Strategy vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Compounder Strategy
Sundaram Alternate - SELF
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%
7.67%
6 Months
15.76%
27.70%
1 Year
22.36%
47.52%
3 Years
23.83%
23.98%
5 Years
17.53%
15.87%
Since Inception
20.07%
18.55%
Fund Age
7 yrs 3 mo
16 yrs 2 mo
AUM
₹2,271.9 Cr
₹1,022.92 Cr
Alpha – 1 Year
17.64%
42.80%
Alpha – 3 Years
11.75%
11.89%
Information Ratio – 3 Years
1.40
1.12
Volatility – 1 Year
21.11%
28.29%
Volatility – 3 Years
18.96%
20.76%
Beta – 1 Year
1.17
1.36
Beta – 3 Years
1.12
1.07
Sharpe Ratio – 1 Year
0.81
1.33
Sharpe Ratio – 3 Years
0.96
0.99
Worst Rolling Year
10.25%
-4.58%
Value at Worst Rolling Year
₹1.10 Cr
₹0.95 Cr
Deepest Drawdown
−19.83%
−19.51%
Recovery Period
123 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
21.55%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 46% · S 22%
L 22% · M 32% · S 42%
Number of Stocks
30
26
Portfolio P/E
29.80
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%