Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Composite India - Emerging Star 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
2.00%
5.76%
6 Months
4.51%
25.00%
1 Year
15.12%
17.14%
3 Years
22.90%
16.20%
5 Years
—
15.34%
Since Inception
24.96%
19.60%
Fund Age
4 yrs 7 mo
7 yrs 3 mo
AUM
₹136 Cr
₹127.23 Cr
Alpha – 1 Year
10.40%
12.42%
Alpha – 3 Years
10.82%
4.43%
Information Ratio – 3 Years
1.17
0.38
Volatility – 1 Year
19.24%
23.12%
Volatility – 3 Years
20.81%
20.20%
Beta – 1 Year
1.07
1.18
Beta – 3 Years
1.25
1.05
Sharpe Ratio – 1 Year
0.55
0.56
Sharpe Ratio – 3 Years
0.85
0.61
Worst Rolling Year
21.90%
13.55%
Value at Worst Rolling Year
₹1.22 Cr
₹1.14 Cr
Deepest Drawdown
−25.24%
−26.74%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
20.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 26% · M 19% · S 50%
Number of Stocks
18
101
Portfolio P/E
27.00
52.20
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%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
—
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%