Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Carnelian Capital - Shift Strategy
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
2.00%
4.38%
6 Months
4.51%
19.54%
1 Year
15.12%
15.57%
3 Years
22.90%
20.08%
5 Years
—
21.78%
Since Inception
24.96%
32.33%
Fund Age
4 yrs 7 mo
5 yrs 10 mo
AUM
₹136 Cr
₹5,864.1 Cr
Alpha – 1 Year
10.40%
10.85%
Alpha – 3 Years
10.82%
8.00%
Information Ratio – 3 Years
1.17
1.40
Volatility – 1 Year
19.24%
22.27%
Volatility – 3 Years
20.81%
21.12%
Beta – 1 Year
1.07
1.15
Beta – 3 Years
1.25
1.14
Sharpe Ratio – 1 Year
0.55
0.52
Sharpe Ratio – 3 Years
0.85
0.73
Worst Rolling Year
21.90%
20.10%
Value at Worst Rolling Year
₹1.22 Cr
₹1.20 Cr
Deepest Drawdown
−25.24%
−21.05%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
30.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 15% · M 28% · S 52%
Number of Stocks
18
38
Portfolio P/E
27.00
29.00
Top 5 Holdings
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
Top Sectors
—
—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%