Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
4.51%
5.19%
1 Year
15.12%
−0.45%
3 Years
22.90%
11.72%
5 Years
—
—
Since Inception
24.96%
12.62%
Fund Age
4 yrs 7 mo
3 yrs 8 mo
AUM
₹136 Cr
₹42.96 Cr
Alpha – 1 Year
10.40%
−3.43%
Alpha – 3 Years
10.82%
−0.17%
Information Ratio – 3 Years
1.17
-0.16
Volatility – 1 Year
19.24%
16.93%
Volatility – 3 Years
20.81%
15.20%
Beta – 1 Year
1.07
0.92
Beta – 3 Years
1.25
0.91
Sharpe Ratio – 1 Year
0.55
-0.27
Sharpe Ratio – 3 Years
0.85
0.45
Worst Rolling Year
21.90%
11.64%
Value at Worst Rolling Year
₹1.22 Cr
₹1.12 Cr
Deepest Drawdown
−25.24%
−20.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
15.01%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 22% · S 20%
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
—
—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%