Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Fyers Genesis Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Fyers Genesis 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%
1.54%
6 Months
4.51%
6.09%
1 Year
15.12%
5.87%
3 Years
22.90%
—
5 Years
—
—
Since Inception
24.96%
3.02%
Fund Age
4 yrs 7 mo
1 yr 11 mo
AUM
₹136 Cr
₹16.43 Cr
Alpha – 1 Year
10.40%
1.15%
Alpha – 3 Years
10.82%
—
Information Ratio – 3 Years
1.17
—
Volatility – 1 Year
19.24%
19.36%
Volatility – 3 Years
20.81%
—
Beta – 1 Year
1.07
1.09
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.55
0.11
Sharpe Ratio – 3 Years
0.85
—
Worst Rolling Year
21.90%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−25.24%
−18.63%
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
—
—
Market-Cap Mix
L 53% · M 22% · S 20%
M 20% · S 76%
Number of Stocks
18
24
Portfolio P/E
27.00
25.89
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%
Privi Speciality Chemicals Ltd · 8.72%
Carysil Ltd · 8.46%
Jindal Stainless Ltd · 8.46%
APL Apollo Tubes Ltd · 8.46%
K P R Mill Ltd · 8.45%
Top Sectors
—
Fast Moving Consumer Goods · 13.15%
Financial Services · 6.90%
Information Technology · 6.11%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%