Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
4.51%
4.79%
1 Year
15.12%
−0.59%
3 Years
22.90%
11.57%
5 Years
—
13.86%
Since Inception
24.96%
15.96%
Fund Age
4 yrs 7 mo
5 yrs 5 mo
AUM
₹136 Cr
₹45.81 Cr
Alpha – 1 Year
10.40%
−5.31%
Alpha – 3 Years
10.82%
−0.52%
Information Ratio – 3 Years
1.17
-0.06
Volatility – 1 Year
19.24%
21.96%
Volatility – 3 Years
20.81%
17.35%
Beta – 1 Year
1.07
1.19
Beta – 3 Years
1.25
1.00
Sharpe Ratio – 1 Year
0.55
-0.16
Sharpe Ratio – 3 Years
0.85
0.42
Worst Rolling Year
21.90%
10.84%
Value at Worst Rolling Year
₹1.22 Cr
₹1.11 Cr
Deepest Drawdown
−25.24%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
22.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 23% · M 4% · S 73%
Number of Stocks
18
16
Portfolio P/E
27.00
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%