Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.00%
4.05%
6 Months
4.51%
6.73%
1 Year
15.12%
−2.26%
3 Years
22.90%
32.06%
5 Years
—
—
Since Inception
24.96%
37.04%
Fund Age
4 yrs 7 mo
3 yrs
AUM
₹136 Cr
₹174.65 Cr
Alpha – 1 Year
10.40%
−5.24%
Alpha – 3 Years
10.82%
20.17%
Information Ratio – 3 Years
1.17
0.81
Volatility – 1 Year
19.24%
26.32%
Volatility – 3 Years
20.81%
22.60%
Beta – 1 Year
1.07
1.14
Beta – 3 Years
1.25
0.69
Sharpe Ratio – 1 Year
0.55
-0.17
Sharpe Ratio – 3 Years
0.85
1.11
Worst Rolling Year
21.90%
32.07%
Value at Worst Rolling Year
₹1.22 Cr
₹1.32 Cr
Deepest Drawdown
−25.24%
−30.55%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
33.22%
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
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—
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%