Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Green Portfolio - The Impact ESG Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.00%
−3.33%
6 Months
4.51%
24.60%
1 Year
15.12%
7.56%
3 Years
22.90%
20.98%
5 Years
—
—
Since Inception
24.96%
24.10%
Fund Age
4 yrs 7 mo
4 yrs 4 mo
AUM
₹136 Cr
₹3.89 Cr
Alpha – 1 Year
10.40%
4.58%
Alpha – 3 Years
10.82%
9.08%
Information Ratio – 3 Years
1.17
0.07
Volatility – 1 Year
19.24%
32.74%
Volatility – 3 Years
20.81%
27.24%
Beta – 1 Year
1.07
1.49
Beta – 3 Years
1.25
1.30
Sharpe Ratio – 1 Year
0.55
0.20
Sharpe Ratio – 3 Years
0.85
0.49
Worst Rolling Year
21.90%
17.91%
Value at Worst Rolling Year
₹1.22 Cr
₹1.18 Cr
Deepest Drawdown
−25.24%
−34.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
25.17%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 22% · S 20%
—
Number of Stocks
18
27
Portfolio P/E
27.00
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
Top Sectors
—
—
Fixed Fee
1.75% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%