Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs NARNOLIA FUSION OPPORTUNITY STRATEGY
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Carnelian Capital - Contra Portfolio Strategy
NARNOLIA FUSION OPPORTUNITY 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%
2.32%
6 Months
4.51%
15.18%
1 Year
15.12%
5.18%
3 Years
22.90%
8.86%
5 Years
—
—
Since Inception
24.96%
14.74%
Fund Age
4 yrs 7 mo
3 yrs 11 mo
AUM
₹136 Cr
₹36.85 Cr
Alpha – 1 Year
10.40%
5.53%
Alpha – 3 Years
10.82%
−0.14%
Information Ratio – 3 Years
1.17
0.00
Volatility – 1 Year
19.24%
17.33%
Volatility – 3 Years
20.81%
18.22%
Beta – 1 Year
1.07
0.72
Beta – 3 Years
1.25
0.66
Sharpe Ratio – 1 Year
0.55
0.08
Sharpe Ratio – 3 Years
0.85
0.27
Worst Rolling Year
21.90%
8.86%
Value at Worst Rolling Year
₹1.22 Cr
₹1.09 Cr
Deepest Drawdown
−25.24%
−35.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
16.26%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 53% · M 22% · S 20%
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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%
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Top Sectors
—
—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%