Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Eureka signature approach
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%
0.53%
6 Months
4.51%
8.20%
1 Year
15.12%
10.87%
3 Years
22.90%
16.09%
5 Years
—
14.49%
Since Inception
24.96%
9.93%
Fund Age
4 yrs 7 mo
8 yrs 9 mo
AUM
₹136 Cr
₹64.23 Cr
Alpha – 1 Year
10.40%
7.11%
Alpha – 3 Years
10.82%
5.20%
Information Ratio – 3 Years
1.17
0.63
Volatility – 1 Year
19.24%
21.13%
Volatility – 3 Years
20.81%
19.82%
Beta – 1 Year
1.07
1.16
Beta – 3 Years
1.25
1.20
Sharpe Ratio – 1 Year
0.55
0.35
Sharpe Ratio – 3 Years
0.85
0.59
Worst Rolling Year
21.90%
-6.69%
Value at Worst Rolling Year
₹1.22 Cr
₹0.93 Cr
Deepest Drawdown
−25.24%
−22.93%
Recovery Period
Not yet recovered
496 days
1-Year Rolling Windows Positive
100.00%
90.85%
Median Rolling Year
31.91%
19.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 25% · M 25% · S 42%
Number of Stocks
18
42
Portfolio P/E
27.00
23.92
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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%
1% / 1% / –