Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Estee-I-Alpha
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.00%
−0.25%
6 Months
4.51%
3.36%
1 Year
15.12%
7.71%
3 Years
22.90%
10.42%
5 Years
—
9.09%
Since Inception
24.96%
10.42%
Fund Age
4 yrs 7 mo
16 yrs 11 mo
AUM
₹136 Cr
₹257.93 Cr
Alpha – 1 Year
10.40%
0.40%
Alpha – 3 Years
10.82%
2.97%
Information Ratio – 3 Years
1.17
2.62
Volatility – 1 Year
19.24%
1.99%
Volatility – 3 Years
20.81%
1.94%
Beta – 1 Year
1.07
0.35
Beta – 3 Years
1.25
0.35
Sharpe Ratio – 1 Year
0.55
1.45
Sharpe Ratio – 3 Years
0.85
3.79
Worst Rolling Year
21.90%
7.00%
Value at Worst Rolling Year
₹1.22 Cr
₹1.07 Cr
Deepest Drawdown
−25.24%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
11.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
—
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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%
0% / 0% / 0%