Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Invesco - Challengers
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%
1.41%
6 Months
4.51%
13.18%
1 Year
15.12%
2.91%
3 Years
22.90%
14.27%
5 Years
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Since Inception
24.96%
11.83%
Fund Age
4 yrs 7 mo
4 yrs 11 mo
AUM
₹136 Cr
₹31.01 Cr
Alpha – 1 Year
10.40%
−1.81%
Alpha – 3 Years
10.82%
2.18%
Information Ratio – 3 Years
1.17
0.24
Volatility – 1 Year
19.24%
18.67%
Volatility – 3 Years
20.81%
17.11%
Beta – 1 Year
1.07
0.97
Beta – 3 Years
1.25
0.95
Sharpe Ratio – 1 Year
0.55
-0.04
Sharpe Ratio – 3 Years
0.85
0.56
Worst Rolling Year
21.90%
12.64%
Value at Worst Rolling Year
₹1.22 Cr
₹1.13 Cr
Deepest Drawdown
−25.24%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
17.60%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 53% · M 22% · S 20%
L 37% · M 30% · S 33%
Number of Stocks
18
26
Portfolio P/E
27.00
54.84
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 Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
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Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
1.75% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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