Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Compounder Strategy vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Compounder Strategy
Wright Factor Fund
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%
10.96%
6 Months
15.76%
14.84%
1 Year
22.36%
16.93%
3 Years
23.83%
—
5 Years
17.53%
—
Since Inception
20.07%
20.33%
Fund Age
7 yrs 3 mo
3 yrs
AUM
₹2,271.9 Cr
₹214.05 Cr
Alpha – 1 Year
17.64%
12.21%
Alpha – 3 Years
11.75%
—
Information Ratio – 3 Years
1.40
0.51
Volatility – 1 Year
21.11%
22.29%
Volatility – 3 Years
18.96%
21.03%
Beta – 1 Year
1.17
0.97
Beta – 3 Years
1.12
0.97
Sharpe Ratio – 1 Year
0.81
0.57
Sharpe Ratio – 3 Years
0.96
0.72
Worst Rolling Year
10.25%
18.92%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−19.83%
−27.91%
Recovery Period
123 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.55%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 30% · M 46% · S 22%
L 12% · M 21% · S 55%
Number of Stocks
30
25
Portfolio P/E
29.80
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%