Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
NJ - Bluechip
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%
−1.21%
6 Months
4.51%
5.09%
1 Year
15.12%
0.26%
3 Years
22.90%
9.53%
5 Years
—
5.40%
Since Inception
24.96%
12.09%
Fund Age
4 yrs 7 mo
8 yrs 5 mo
AUM
₹136 Cr
₹1,644.09 Cr
Alpha – 1 Year
10.40%
0.61%
Alpha – 3 Years
10.82%
0.54%
Information Ratio – 3 Years
1.17
0.06
Volatility – 1 Year
19.24%
17.94%
Volatility – 3 Years
20.81%
17.25%
Beta – 1 Year
1.07
1.03
Beta – 3 Years
1.25
1.11
Sharpe Ratio – 1 Year
0.55
-0.20
Sharpe Ratio – 3 Years
0.85
0.31
Worst Rolling Year
21.90%
2.29%
Value at Worst Rolling Year
₹1.22 Cr
₹1.02 Cr
Deepest Drawdown
−25.24%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
16.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 49% · M 36% · S 14%
Number of Stocks
18
20
Portfolio P/E
27.00
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
—
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%