Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Concept Investwell - Legend Flexi
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Concept Investwell - Legend Flexi
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%
0.12%
6 Months
4.51%
0.78%
1 Year
15.12%
0.49%
3 Years
22.90%
—
5 Years
—
—
Since Inception
24.96%
4.91%
Fund Age
4 yrs 7 mo
2 yrs 3 mo
AUM
₹136 Cr
₹1.52 Cr
Alpha – 1 Year
10.40%
−2.49%
Alpha – 3 Years
10.82%
—
Information Ratio – 3 Years
1.17
—
Volatility – 1 Year
19.24%
16.48%
Volatility – 3 Years
20.81%
—
Beta – 1 Year
1.07
0.92
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.55
-0.33
Sharpe Ratio – 3 Years
0.85
—
Worst Rolling Year
21.90%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−25.24%
−13.58%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
31.91%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 22% · S 20%
L 64% · M 1% · S 35%
Number of Stocks
18
28
Portfolio P/E
27.00
22.45
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%
HDFC Bank Ltd · 8.00%
Axis Bank Ltd · 6.00%
Star Health & Allied Insurance Company Ltd · 5.00%
Mirae Asset Nifty 50 ETF · 5.00%
ITC Ltd · 5.00%
Top Sectors
—
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Fixed Fee
1.75% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%