Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Marathon Trends - Trend Following
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%
1.43%
6 Months
4.51%
0.81%
1 Year
15.12%
7.79%
3 Years
22.90%
9.10%
5 Years
—
—
Since Inception
24.96%
17.42%
Fund Age
4 yrs 7 mo
8 yrs 11 mo
AUM
₹136 Cr
₹342.11 Cr
Alpha – 1 Year
10.40%
3.07%
Alpha – 3 Years
10.82%
−2.99%
Information Ratio – 3 Years
1.17
0.29
Volatility – 1 Year
19.24%
17.73%
Volatility – 3 Years
20.81%
15.85%
Beta – 1 Year
1.07
1.00
Beta – 3 Years
1.25
0.98
Sharpe Ratio – 1 Year
0.55
0.21
Sharpe Ratio – 3 Years
0.85
0.50
Worst Rolling Year
21.90%
9.10%
Value at Worst Rolling Year
₹1.22 Cr
₹1.09 Cr
Deepest Drawdown
−25.24%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
13.58%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 22% · S 20%
L 40% · M 35% · S 22%
Number of Stocks
18
23
Portfolio P/E
27.00
21.69
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%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
—
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%