Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Compounder Strategy vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Compounder Strategy
Sundaram Alternate - SISOP
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%
5.72%
6 Months
15.76%
23.48%
1 Year
22.36%
38.68%
3 Years
23.83%
26.01%
5 Years
17.53%
16.58%
Since Inception
20.07%
18.98%
Fund Age
7 yrs 3 mo
16 yrs 6 mo
AUM
₹2,271.9 Cr
₹1,885.18 Cr
Alpha – 1 Year
17.64%
33.96%
Alpha – 3 Years
11.75%
13.92%
Information Ratio – 3 Years
1.40
1.27
Volatility – 1 Year
21.11%
28.06%
Volatility – 3 Years
18.96%
20.41%
Beta – 1 Year
1.17
1.39
Beta – 3 Years
1.12
1.06
Sharpe Ratio – 1 Year
0.81
1.12
Sharpe Ratio – 3 Years
0.96
1.06
Worst Rolling Year
10.25%
-4.06%
Value at Worst Rolling Year
₹1.10 Cr
₹0.96 Cr
Deepest Drawdown
−19.83%
−18.24%
Recovery Period
123 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
21.55%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 30% · M 46% · S 22%
L 40% · M 32% · S 24%
Number of Stocks
30
28
Portfolio P/E
29.80
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%