Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Money Life - Mas Growth
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Money Life - Mas Growth
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%
2.70%
6 Months
4.51%
18.50%
1 Year
15.12%
9.19%
3 Years
22.90%
14.83%
5 Years
—
14.00%
Since Inception
24.96%
21.97%
Fund Age
4 yrs 7 mo
6 yrs 10 mo
AUM
₹136 Cr
₹147.62 Cr
Alpha – 1 Year
10.40%
9.54%
Alpha – 3 Years
10.82%
5.83%
Information Ratio – 3 Years
1.17
0.34
Volatility – 1 Year
19.24%
19.11%
Volatility – 3 Years
20.81%
21.05%
Beta – 1 Year
1.07
0.83
Beta – 3 Years
1.25
0.91
Sharpe Ratio – 1 Year
0.55
0.27
Sharpe Ratio – 3 Years
0.85
0.51
Worst Rolling Year
21.90%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−25.24%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
31.91%
—
5-Year Rolling Windows Positive
—
—
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%
—
Top Sectors
—
—
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%