Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Equirus Securities - Long Horizon 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%
5.54%
6 Months
4.51%
29.52%
1 Year
15.12%
27.35%
3 Years
22.90%
14.30%
5 Years
—
12.28%
Since Inception
24.96%
21.22%
Fund Age
4 yrs 7 mo
9 yrs 10 mo
AUM
₹136 Cr
₹374.43 Cr
Alpha – 1 Year
10.40%
22.63%
Alpha – 3 Years
10.82%
2.21%
Information Ratio – 3 Years
1.17
0.15
Volatility – 1 Year
19.24%
28.49%
Volatility – 3 Years
20.81%
24.50%
Beta – 1 Year
1.07
1.39
Beta – 3 Years
1.25
1.24
Sharpe Ratio – 1 Year
0.55
0.80
Sharpe Ratio – 3 Years
0.85
0.46
Worst Rolling Year
21.90%
-3.89%
Value at Worst Rolling Year
₹1.22 Cr
₹0.96 Cr
Deepest Drawdown
−25.24%
−30.92%
Recovery Period
Not yet recovered
484 days
1-Year Rolling Windows Positive
100.00%
98.76%
Median Rolling Year
31.91%
18.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
M 4% · S 95%
Number of Stocks
18
29
Portfolio P/E
27.00
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
Top Sectors
—
—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%