Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
NJ - Multicap
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%
2.92%
6 Months
4.51%
8.20%
1 Year
15.12%
15.48%
3 Years
22.90%
18.05%
5 Years
—
15.54%
Since Inception
24.96%
14.61%
Fund Age
4 yrs 7 mo
10 yrs 4 mo
AUM
₹136 Cr
₹747.6 Cr
Alpha – 1 Year
10.40%
15.83%
Alpha – 3 Years
10.82%
9.06%
Information Ratio – 3 Years
1.17
0.72
Volatility – 1 Year
19.24%
18.67%
Volatility – 3 Years
20.81%
21.45%
Beta – 1 Year
1.07
1.12
Beta – 3 Years
1.25
1.31
Sharpe Ratio – 1 Year
0.55
0.58
Sharpe Ratio – 3 Years
0.85
0.64
Worst Rolling Year
21.90%
-13.89%
Value at Worst Rolling Year
₹1.22 Cr
₹0.86 Cr
Deepest Drawdown
−25.24%
−30.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
77.45%
Median Rolling Year
31.91%
21.11%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 35% · M 50% · S 14%
Number of Stocks
18
25
Portfolio P/E
27.00
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
—
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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%