Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Green Lantern - Alpha 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%
−0.10%
6 Months
4.51%
6.51%
1 Year
15.12%
15.14%
3 Years
22.90%
23.23%
5 Years
—
23.21%
Since Inception
24.96%
29.55%
Fund Age
4 yrs 7 mo
6 yrs 6 mo
AUM
₹136 Cr
₹66.34 Cr
Alpha – 1 Year
10.40%
10.42%
Alpha – 3 Years
10.82%
11.14%
Information Ratio – 3 Years
1.17
1.31
Volatility – 1 Year
19.24%
19.62%
Volatility – 3 Years
20.81%
17.58%
Beta – 1 Year
1.07
1.01
Beta – 3 Years
1.25
1.01
Sharpe Ratio – 1 Year
0.55
0.54
Sharpe Ratio – 3 Years
0.85
0.98
Worst Rolling Year
21.90%
23.09%
Value at Worst Rolling Year
₹1.22 Cr
₹1.23 Cr
Deepest Drawdown
−25.24%
−16.37%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
34.82%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 34% · M 14% · S 34%
Number of Stocks
18
—
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%
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Top Sectors
—
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Fixed Fee
1.75% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%