Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
InCred Capital - Healthcare PMS
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%
4.22%
6 Months
4.51%
14.78%
1 Year
15.12%
3.60%
3 Years
22.90%
26.42%
5 Years
—
15.65%
Since Inception
24.96%
19.18%
Fund Age
4 yrs 7 mo
5 yrs 5 mo
AUM
₹136 Cr
₹730.87 Cr
Alpha – 1 Year
10.40%
0.62%
Alpha – 3 Years
10.82%
14.53%
Information Ratio – 3 Years
1.17
0.84
Volatility – 1 Year
19.24%
21.03%
Volatility – 3 Years
20.81%
18.57%
Beta – 1 Year
1.07
0.98
Beta – 3 Years
1.25
0.72
Sharpe Ratio – 1 Year
0.55
0.01
Sharpe Ratio – 3 Years
0.85
1.08
Worst Rolling Year
21.90%
8.04%
Value at Worst Rolling Year
₹1.22 Cr
₹1.08 Cr
Deepest Drawdown
−25.24%
−22.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
26.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 11% · M 7% · S 82%
Number of Stocks
18
17
Portfolio P/E
27.00
52.34
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%
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Top Sectors
—
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%