Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Hem Securities - India Rising SME Stars
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%
13.08%
6 Months
4.51%
39.75%
1 Year
15.12%
15.14%
3 Years
22.90%
13.51%
5 Years
—
—
Since Inception
24.96%
26.22%
Fund Age
4 yrs 7 mo
4 yrs 6 mo
AUM
₹136 Cr
₹81.24 Cr
Alpha – 1 Year
10.40%
11.38%
Alpha – 3 Years
10.82%
2.62%
Information Ratio – 3 Years
1.17
0.33
Volatility – 1 Year
19.24%
46.80%
Volatility – 3 Years
20.81%
34.40%
Beta – 1 Year
1.07
2.21
Beta – 3 Years
1.25
1.57
Sharpe Ratio – 1 Year
0.55
0.38
Sharpe Ratio – 3 Years
0.85
0.37
Worst Rolling Year
21.90%
9.66%
Value at Worst Rolling Year
₹1.22 Cr
₹1.10 Cr
Deepest Drawdown
−25.24%
−43.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
21.78%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 53% · M 22% · S 20%
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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%
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Top Sectors
—
—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%