Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Karma - Wealth Builder
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%
4.30%
6 Months
4.51%
9.50%
1 Year
15.12%
10.30%
3 Years
22.90%
13.40%
5 Years
—
13.85%
Since Inception
24.96%
12.90%
Fund Age
4 yrs 7 mo
19 yrs 8 mo
AUM
₹136 Cr
₹295.65 Cr
Alpha – 1 Year
10.40%
5.60%
Alpha – 3 Years
10.82%
1.30%
Information Ratio – 3 Years
1.17
0.46
Volatility – 1 Year
19.24%
20.18%
Volatility – 3 Years
20.81%
17.30%
Beta – 1 Year
1.07
1.09
Beta – 3 Years
1.25
1.05
Sharpe Ratio – 1 Year
0.55
0.32
Sharpe Ratio – 3 Years
0.85
0.49
Worst Rolling Year
21.90%
-20.52%
Value at Worst Rolling Year
₹1.22 Cr
₹0.79 Cr
Deepest Drawdown
−25.24%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
31.91%
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 53% · M 22% · S 20%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
—
—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –