Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Motilal Oswal - Mid to Mega strategy
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%
4.17%
6 Months
4.51%
19.62%
1 Year
15.12%
12.19%
3 Years
22.90%
23.51%
5 Years
—
13.96%
Since Inception
24.96%
23.13%
Fund Age
4 yrs 7 mo
6 yrs 7 mo
AUM
₹136 Cr
₹2,332.81 Cr
Alpha – 1 Year
10.40%
9.21%
Alpha – 3 Years
10.82%
11.63%
Information Ratio – 3 Years
1.17
0.83
Volatility – 1 Year
19.24%
26.11%
Volatility – 3 Years
20.81%
21.82%
Beta – 1 Year
1.07
1.32
Beta – 3 Years
1.25
1.14
Sharpe Ratio – 1 Year
0.55
0.33
Sharpe Ratio – 3 Years
0.85
0.83
Worst Rolling Year
21.90%
12.50%
Value at Worst Rolling Year
₹1.22 Cr
₹1.13 Cr
Deepest Drawdown
−25.24%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 14% · M 33% · S 52%
Number of Stocks
18
33
Portfolio P/E
27.00
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%