Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
ORO-Alpha Value
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%
0.44%
6 Months
4.51%
5.47%
1 Year
15.12%
6.35%
3 Years
22.90%
—
5 Years
—
—
Since Inception
24.96%
6.04%
Fund Age
4 yrs 7 mo
3 yrs 8 mo
AUM
₹136 Cr
₹1.28 Cr
Alpha – 1 Year
10.40%
3.37%
Alpha – 3 Years
10.82%
—
Information Ratio – 3 Years
1.17
—
Volatility – 1 Year
19.24%
17.26%
Volatility – 3 Years
20.81%
15.80%
Beta – 1 Year
1.07
0.95
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.55
0.12
Sharpe Ratio – 3 Years
0.85
0.10
Worst Rolling Year
21.90%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−25.24%
−17.83%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
31.91%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 22% · S 20%
L 42% · M 17% · S 27%
Number of Stocks
18
24
Portfolio P/E
27.00
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
—
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%