Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Geojit - Dakshin Portfolio
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Geojit - Dakshin Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.00%
5.71%
6 Months
4.51%
14.23%
1 Year
15.12%
3.21%
3 Years
22.90%
5.69%
5 Years
—
7.11%
Since Inception
24.96%
10.49%
Fund Age
4 yrs 7 mo
7 yrs 5 mo
AUM
₹136 Cr
₹42.11 Cr
Alpha – 1 Year
10.40%
−1.51%
Alpha – 3 Years
10.82%
−6.40%
Information Ratio – 3 Years
1.17
-0.66
Volatility – 1 Year
19.24%
23.23%
Volatility – 3 Years
20.81%
20.09%
Beta – 1 Year
1.07
1.19
Beta – 3 Years
1.25
1.14
Sharpe Ratio – 1 Year
0.55
0.01
Sharpe Ratio – 3 Years
0.85
0.09
Worst Rolling Year
21.90%
3.79%
Value at Worst Rolling Year
₹1.22 Cr
₹1.04 Cr
Deepest Drawdown
−25.24%
−36.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
15.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
M 7% · S 91%
Number of Stocks
18
25
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%
Pricol Ltd · 4.74%
Sundram Fasteners Ltd · 4.48%
Tanla Platforms Ltd · 4.37%
Star Health & Allied Insurance Company Ltd · 4.34%
KFin Technologies Ltd · 4.26%
Top Sectors
—
Information Technology · 18.94%
Healthcare · 15.45%
Capital Goods · 14.67%
Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—