Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Compounder Strategy vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Compounder Strategy
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.57%
2.21%
6 Months
15.76%
21.04%
1 Year
22.36%
21.34%
3 Years
23.83%
19.08%
5 Years
17.53%
23.67%
Since Inception
20.07%
—
Fund Age
7 yrs 3 mo
6 yrs 4 mo
AUM
₹2,271.9 Cr
₹364.08 Cr
Alpha – 1 Year
17.64%
21.69%
Alpha – 3 Years
11.75%
10.08%
Information Ratio – 3 Years
1.40
0.52
Volatility – 1 Year
21.11%
32.28%
Volatility – 3 Years
18.96%
28.08%
Beta – 1 Year
1.17
1.47
Beta – 3 Years
1.12
1.60
Sharpe Ratio – 1 Year
0.81
0.58
Sharpe Ratio – 3 Years
0.96
0.57
Worst Rolling Year
10.25%
15.61%
Value at Worst Rolling Year
₹1.10 Cr
₹1.16 Cr
Deepest Drawdown
−19.83%
−31.98%
Recovery Period
123 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.55%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 46% · S 22%
L 90% · M 10%
Number of Stocks
30
—
Portfolio P/E
29.80
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%