Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Geojit - Ethical Portfolio
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Geojit - Ethical 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%
1.73%
6 Months
4.51%
9.02%
1 Year
15.12%
1.62%
3 Years
22.90%
4.68%
5 Years
—
—
Since Inception
24.96%
5.77%
Fund Age
4 yrs 7 mo
4 yrs 7 mo
AUM
₹136 Cr
₹13.09 Cr
Alpha – 1 Year
10.40%
−3.10%
Alpha – 3 Years
10.82%
−7.41%
Information Ratio – 3 Years
1.17
-1.02
Volatility – 1 Year
19.24%
18.69%
Volatility – 3 Years
20.81%
17.05%
Beta – 1 Year
1.07
0.99
Beta – 3 Years
1.25
1.00
Sharpe Ratio – 1 Year
0.55
-0.11
Sharpe Ratio – 3 Years
0.85
0.01
Worst Rolling Year
21.90%
2.83%
Value at Worst Rolling Year
₹1.22 Cr
₹1.03 Cr
Deepest Drawdown
−25.24%
−28.39%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
7.57%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 53% · M 22% · S 20%
L 33% · M 17% · S 45%
Number of Stocks
18
30
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%
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
Top Sectors
—
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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