Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
InCred Capital - Multicap 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%
6.10%
6 Months
4.51%
8.11%
1 Year
15.12%
−2.73%
3 Years
22.90%
11.42%
5 Years
—
12.09%
Since Inception
24.96%
13.75%
Fund Age
4 yrs 7 mo
5 yrs 5 mo
AUM
₹136 Cr
₹205.48 Cr
Alpha – 1 Year
10.40%
−5.71%
Alpha – 3 Years
10.82%
−0.47%
Information Ratio – 3 Years
1.17
-0.07
Volatility – 1 Year
19.24%
23.93%
Volatility – 3 Years
20.81%
22.69%
Beta – 1 Year
1.07
1.24
Beta – 3 Years
1.25
1.17
Sharpe Ratio – 1 Year
0.55
-0.23
Sharpe Ratio – 3 Years
0.85
0.35
Worst Rolling Year
21.90%
11.05%
Value at Worst Rolling Year
₹1.22 Cr
₹1.11 Cr
Deepest Drawdown
−25.24%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
21.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 28% · M 36% · S 34%
Number of Stocks
18
29
Portfolio P/E
27.00
46.19
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%
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
—
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
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%