Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Oro-alpha compounders
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%
2.98%
6 Months
4.51%
−0.13%
1 Year
15.12%
−2.80%
3 Years
22.90%
13.20%
5 Years
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—
Since Inception
24.96%
13.51%
Fund Age
4 yrs 7 mo
3 yrs 8 mo
AUM
₹136 Cr
₹30.6 Cr
Alpha – 1 Year
10.40%
−5.78%
Alpha – 3 Years
10.82%
1.30%
Information Ratio – 3 Years
1.17
0.16
Volatility – 1 Year
19.24%
16.62%
Volatility – 3 Years
20.81%
16.99%
Beta – 1 Year
1.07
0.93
Beta – 3 Years
1.25
1.05
Sharpe Ratio – 1 Year
0.55
-0.42
Sharpe Ratio – 3 Years
0.85
0.50
Worst Rolling Year
21.90%
13.00%
Value at Worst Rolling Year
₹1.22 Cr
₹1.13 Cr
Deepest Drawdown
−25.24%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
17.04%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 53% · M 22% · S 20%
L 44% · M 26% · S 17%
Number of Stocks
18
24
Portfolio P/E
27.00
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
—
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%