Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.00%
5.68%
6 Months
4.51%
10.98%
1 Year
15.12%
10.72%
3 Years
22.90%
15.83%
5 Years
—
13.58%
Since Inception
24.96%
14.48%
Fund Age
4 yrs 7 mo
21 yrs 11 mo
AUM
₹136 Cr
₹8.51 Cr
Alpha – 1 Year
10.40%
6.00%
Alpha – 3 Years
10.82%
3.74%
Information Ratio – 3 Years
1.17
0.71
Volatility – 1 Year
19.24%
16.38%
Volatility – 3 Years
20.81%
14.45%
Beta – 1 Year
1.07
0.87
Beta – 3 Years
1.25
0.89
Sharpe Ratio – 1 Year
0.55
0.33
Sharpe Ratio – 3 Years
0.85
0.72
Worst Rolling Year
21.90%
-12.28%
Value at Worst Rolling Year
₹1.22 Cr
₹0.88 Cr
Deepest Drawdown
−25.24%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
31.91%
13.32%
5-Year Rolling Windows Positive
—
98.04%
Market-Cap Mix
L 53% · M 22% · S 20%
L 23% · M 15% · S 43%
Number of Stocks
18
30
Portfolio P/E
27.00
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
—
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%