Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
MOAT - Moderate Compounders
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%
2.75%
6 Months
4.51%
8.17%
1 Year
15.12%
3.28%
3 Years
22.90%
8.41%
5 Years
—
12.53%
Since Inception
24.96%
11.01%
Fund Age
4 yrs 7 mo
12 yrs 9 mo
AUM
₹136 Cr
₹16.57 Cr
Alpha – 1 Year
10.40%
−1.44%
Alpha – 3 Years
10.82%
−3.68%
Information Ratio – 3 Years
1.17
-0.32
Volatility – 1 Year
19.24%
20.74%
Volatility – 3 Years
20.81%
17.91%
Beta – 1 Year
1.07
1.13
Beta – 3 Years
1.25
1.09
Sharpe Ratio – 1 Year
0.55
0.00
Sharpe Ratio – 3 Years
0.85
0.32
Worst Rolling Year
21.90%
-16.89%
Value at Worst Rolling Year
₹1.22 Cr
₹0.83 Cr
Deepest Drawdown
−25.24%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
31.91%
13.43%
5-Year Rolling Windows Positive
—
88.30%
Market-Cap Mix
L 53% · M 22% · S 20%
—
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%