Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Centrum PMS - Good to Great
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Centrum PMS - Good to Great
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.00%
1.70%
6 Months
4.51%
9.08%
1 Year
15.12%
−2.99%
3 Years
22.90%
5.96%
5 Years
—
8.08%
Since Inception
24.96%
15.75%
Fund Age
4 yrs 7 mo
7 yrs 2 mo
AUM
₹136 Cr
₹61.93 Cr
Alpha – 1 Year
10.40%
−7.71%
Alpha – 3 Years
10.82%
−6.13%
Information Ratio – 3 Years
1.17
-0.39
Volatility – 1 Year
19.24%
26.39%
Volatility – 3 Years
20.81%
21.38%
Beta – 1 Year
1.07
1.37
Beta – 3 Years
1.25
1.14
Sharpe Ratio – 1 Year
0.55
-0.20
Sharpe Ratio – 3 Years
0.85
0.18
Worst Rolling Year
21.90%
5.04%
Value at Worst Rolling Year
₹1.22 Cr
₹1.05 Cr
Deepest Drawdown
−25.24%
−33.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
17.83%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 2% · M 12% · S 82%
Number of Stocks
18
24
Portfolio P/E
27.00
41.54
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%
Cash & Cash Equivalent · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Top Sectors
—
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Fixed Fee
1.75% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%