Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Girik Capital - Multi Cap Growth Equity Strategy
Carnelian Capital - Contra Portfolio Strategy
Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Girik Capital - Multi Cap Growth Equity Strategy
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%
1.15%
6 Months
4.51%
3.53%
1 Year
15.12%
−0.08%
3 Years
22.90%
14.56%
5 Years
—
12.33%
Since Inception
24.96%
18.88%
Fund Age
4 yrs 7 mo
16 yrs 7 mo
AUM
₹136 Cr
₹1,574.57 Cr
Alpha – 1 Year
10.40%
0.35%
Alpha – 3 Years
10.82%
5.99%
Information Ratio – 3 Years
1.17
0.72
Volatility – 1 Year
19.24%
16.64%
Volatility – 3 Years
20.81%
15.28%
Beta – 1 Year
1.07
0.97
Beta – 3 Years
1.25
0.94
Sharpe Ratio – 1 Year
0.55
-0.25
Sharpe Ratio – 3 Years
0.85
0.61
Worst Rolling Year
21.90%
-0.31%
Value at Worst Rolling Year
₹1.22 Cr
₹1.00 Cr
Deepest Drawdown
−25.24%
−22.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.36%
Median Rolling Year
31.91%
22.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 39% · M 8% · S 47%
Number of Stocks
18
33
Portfolio P/E
27.00
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
—
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
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%