Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
ORO - All Weather Portfolio
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%
−0.19%
6 Months
4.51%
−0.42%
1 Year
15.12%
−4.58%
3 Years
22.90%
16.32%
5 Years
—
13.17%
Since Inception
24.96%
13.94%
Fund Age
4 yrs 7 mo
6 yrs 6 mo
AUM
₹136 Cr
₹13.16 Cr
Alpha – 1 Year
10.40%
−7.56%
Alpha – 3 Years
10.82%
4.42%
Information Ratio – 3 Years
1.17
0.49
Volatility – 1 Year
19.24%
16.90%
Volatility – 3 Years
20.81%
17.54%
Beta – 1 Year
1.07
0.86
Beta – 3 Years
1.25
0.99
Sharpe Ratio – 1 Year
0.55
-0.52
Sharpe Ratio – 3 Years
0.85
0.69
Worst Rolling Year
21.90%
3.91%
Value at Worst Rolling Year
₹1.22 Cr
₹1.04 Cr
Deepest Drawdown
−25.24%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 66% · M 23%
Number of Stocks
18
20
Portfolio P/E
27.00
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
—
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%