Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.00%
0.50%
6 Months
4.51%
2.02%
1 Year
15.12%
0.60%
3 Years
22.90%
8.21%
5 Years
—
5.75%
Since Inception
24.96%
9.73%
Fund Age
4 yrs 7 mo
6 yrs
AUM
₹136 Cr
₹128.19 Cr
Alpha – 1 Year
10.40%
1.03%
Alpha – 3 Years
10.82%
−0.36%
Information Ratio – 3 Years
1.17
0.12
Volatility – 1 Year
19.24%
19.24%
Volatility – 3 Years
20.81%
14.76%
Beta – 1 Year
1.07
1.13
Beta – 3 Years
1.25
0.95
Sharpe Ratio – 1 Year
0.55
-0.16
Sharpe Ratio – 3 Years
0.85
0.24
Worst Rolling Year
21.90%
0.20%
Value at Worst Rolling Year
₹1.22 Cr
₹1.00 Cr
Deepest Drawdown
−25.24%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
31.91%
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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%
0% / 0% / 0%