Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Nuvama Equities eXpansion Target
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%
2.94%
6 Months
4.51%
19.15%
1 Year
15.12%
14.85%
3 Years
22.90%
14.64%
5 Years
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Since Inception
24.96%
15.52%
Fund Age
4 yrs 7 mo
3 yrs 3 mo
AUM
₹136 Cr
₹213.16 Cr
Alpha – 1 Year
10.40%
10.13%
Alpha – 3 Years
10.82%
2.55%
Information Ratio – 3 Years
1.17
0.17
Volatility – 1 Year
19.24%
28.62%
Volatility – 3 Years
20.81%
24.62%
Beta – 1 Year
1.07
1.48
Beta – 3 Years
1.25
1.33
Sharpe Ratio – 1 Year
0.55
0.43
Sharpe Ratio – 3 Years
0.85
0.46
Worst Rolling Year
21.90%
12.87%
Value at Worst Rolling Year
₹1.22 Cr
₹1.13 Cr
Deepest Drawdown
−25.24%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
15.08%
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
33
Portfolio P/E
27.00
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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
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—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%