Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Composite India - GARP 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%
3.99%
6 Months
4.51%
22.77%
1 Year
15.12%
24.21%
3 Years
22.90%
13.20%
5 Years
—
12.56%
Since Inception
24.96%
18.69%
Fund Age
4 yrs 7 mo
7 yrs 4 mo
AUM
₹136 Cr
₹114.64 Cr
Alpha – 1 Year
10.40%
19.49%
Alpha – 3 Years
10.82%
1.43%
Information Ratio – 3 Years
1.17
0.12
Volatility – 1 Year
19.24%
24.82%
Volatility – 3 Years
20.81%
21.64%
Beta – 1 Year
1.07
1.34
Beta – 3 Years
1.25
1.13
Sharpe Ratio – 1 Year
0.55
0.78
Sharpe Ratio – 3 Years
0.85
0.46
Worst Rolling Year
21.90%
10.43%
Value at Worst Rolling Year
₹1.22 Cr
₹1.10 Cr
Deepest Drawdown
−25.24%
−24.42%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
18.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 20% · M 28% · S 47%
Number of Stocks
18
32
Portfolio P/E
27.00
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
—
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
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%