Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.00%
0.36%
6 Months
4.51%
5.01%
1 Year
15.12%
−5.33%
3 Years
22.90%
1.25%
5 Years
—
−1.56%
Since Inception
24.96%
10.94%
Fund Age
4 yrs 7 mo
6 yrs 11 mo
AUM
₹136 Cr
₹122.91 Cr
Alpha – 1 Year
10.40%
−8.31%
Alpha – 3 Years
10.82%
−10.64%
Information Ratio – 3 Years
1.17
-0.98
Volatility – 1 Year
19.24%
16.35%
Volatility – 3 Years
20.81%
16.88%
Beta – 1 Year
1.07
0.87
Beta – 3 Years
1.25
0.86
Sharpe Ratio – 1 Year
0.55
-0.59
Sharpe Ratio – 3 Years
0.85
-0.17
Worst Rolling Year
21.90%
-5.79%
Value at Worst Rolling Year
₹1.22 Cr
₹0.94 Cr
Deepest Drawdown
−25.24%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
31.91%
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
L 53% · M 22% · S 20%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
—
—
Fixed Fee
1.75% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%