Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.00%
−2.26%
6 Months
4.51%
9.35%
1 Year
15.12%
10.43%
3 Years
22.90%
15.16%
5 Years
—
—
Since Inception
24.96%
21.24%
Fund Age
4 yrs 7 mo
4 yrs 11 mo
AUM
₹136 Cr
₹16.88 Cr
Alpha – 1 Year
10.40%
8.57%
Alpha – 3 Years
10.82%
3.08%
Information Ratio – 3 Years
1.17
0.34
Volatility – 1 Year
19.24%
33.08%
Volatility – 3 Years
20.81%
27.65%
Beta – 1 Year
1.07
1.54
Beta – 3 Years
1.25
1.38
Sharpe Ratio – 1 Year
0.55
0.28
Sharpe Ratio – 3 Years
0.85
0.51
Worst Rolling Year
21.90%
12.88%
Value at Worst Rolling Year
₹1.22 Cr
₹1.13 Cr
Deepest Drawdown
−25.24%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
24.61%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 53% · M 22% · S 20%
L 9% · M 17% · S 71%
Number of Stocks
18
16
Portfolio P/E
27.00
48.24
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
—
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%