Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
Carnelian Capital - Contra Portfolio Strategy
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
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%
−0.53%
6 Months
4.51%
0.57%
1 Year
15.12%
—
3 Years
22.90%
—
5 Years
—
—
Since Inception
24.96%
2.03%
Fund Age
4 yrs 7 mo
7 mo
AUM
₹136 Cr
₹0.29 Cr
Alpha – 1 Year
10.40%
—
Alpha – 3 Years
10.82%
—
Information Ratio – 3 Years
1.17
—
Volatility – 1 Year
19.24%
—
Volatility – 3 Years
20.81%
—
Beta – 1 Year
1.07
—
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.55
—
Sharpe Ratio – 3 Years
0.85
—
Worst Rolling Year
21.90%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−25.24%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
31.91%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 22% · S 20%
L 17% · M 21% · S 6%
Number of Stocks
18
20
Portfolio P/E
27.00
15.87
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%
Vedanta Iron & Steel Ltd · 8.22%
Nippon India ETF Hang Seng BeES · 7.87%
Knowledge Realty Trust · 7.21%
IndiGrid Infrastructure Trust · 6.79%
Nippon India Silver ETF · 6.53%
Top Sectors
—
Others · 23.38%
Oil, Gas & Consumable Fuels · 16.98%
Realty · 13.45%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%