Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Ksema - Multicap
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Ksema - Multicap
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%
0.82%
6 Months
4.51%
2.65%
1 Year
15.12%
10.76%
3 Years
22.90%
12.77%
5 Years
—
14.58%
Since Inception
24.96%
17.50%
Fund Age
4 yrs 7 mo
7 yrs 7 mo
AUM
₹136 Cr
₹83.87 Cr
Alpha – 1 Year
10.40%
11.11%
Alpha – 3 Years
10.82%
3.77%
Information Ratio – 3 Years
1.17
0.46
Volatility – 1 Year
19.24%
18.53%
Volatility – 3 Years
20.81%
17.03%
Beta – 1 Year
1.07
1.11
Beta – 3 Years
1.25
1.11
Sharpe Ratio – 1 Year
0.55
0.36
Sharpe Ratio – 3 Years
0.85
0.48
Worst Rolling Year
21.90%
12.58%
Value at Worst Rolling Year
₹1.22 Cr
₹1.13 Cr
Deepest Drawdown
−25.24%
−20.55%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
20.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 54% · M 18% · S 28%
Number of Stocks
18
51
Portfolio P/E
27.00
23.77
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%
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
Top Sectors
—
Financial Services · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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%