Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
CREDENT AIM MULTI CAP 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%
1.48%
6 Months
4.51%
11.85%
1 Year
15.12%
11.16%
3 Years
22.90%
13.35%
5 Years
—
—
Since Inception
24.96%
21.99%
Fund Age
4 yrs 7 mo
3 yrs 5 mo
AUM
₹136 Cr
₹41.04 Cr
Alpha – 1 Year
10.40%
6.44%
Alpha – 3 Years
10.82%
1.26%
Information Ratio – 3 Years
1.17
0.11
Volatility – 1 Year
19.24%
21.97%
Volatility – 3 Years
20.81%
19.58%
Beta – 1 Year
1.07
1.20
Beta – 3 Years
1.25
1.06
Sharpe Ratio – 1 Year
0.55
0.35
Sharpe Ratio – 3 Years
0.85
0.47
Worst Rolling Year
21.90%
13.36%
Value at Worst Rolling Year
₹1.22 Cr
₹1.13 Cr
Deepest Drawdown
−25.24%
−23.16%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
16.60%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 53% · M 22% · S 20%
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Number of Stocks
18
—
Portfolio P/E
27.00
—
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%
NGL Fine Chem Ltd · 9.61%
Cartrade Tech Ltd · 7.90%
GPT Healthcare Ltd · 6.59%
Multi Commodity Exchange of India Ltd · 6.17%
SBI Cards & Payment Services Ltd · 5.39%
Top Sectors
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—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%