Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Dynamic Equities-Bluechip
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Dynamic Equities-Bluechip
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%
7.20%
6 Months
4.51%
17.44%
1 Year
15.12%
18.10%
3 Years
22.90%
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5 Years
—
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Since Inception
24.96%
21.12%
Fund Age
4 yrs 7 mo
2 yrs 5 mo
AUM
₹136 Cr
₹83.78 Cr
Alpha – 1 Year
10.40%
18.45%
Alpha – 3 Years
10.82%
—
Information Ratio – 3 Years
1.17
—
Volatility – 1 Year
19.24%
19.94%
Volatility – 3 Years
20.81%
—
Beta – 1 Year
1.07
0.87
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.55
0.66
Sharpe Ratio – 3 Years
0.85
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Worst Rolling Year
21.90%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−25.24%
−12.14%
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
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Market-Cap Mix
L 53% · M 22% · S 20%
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Number of Stocks
18
24
Portfolio P/E
27.00
53.08
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%
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Top Sectors
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Fixed Fee
1.75% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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