Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Purnartha Dynamic Midcap
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%
−0.54%
6 Months
4.51%
12.07%
1 Year
15.12%
11.66%
3 Years
22.90%
13.52%
5 Years
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Since Inception
24.96%
14.98%
Fund Age
4 yrs 7 mo
3 yrs 6 mo
AUM
₹136 Cr
₹447.27 Cr
Alpha – 1 Year
10.40%
6.94%
Alpha – 3 Years
10.82%
1.43%
Information Ratio – 3 Years
1.17
0.13
Volatility – 1 Year
19.24%
21.15%
Volatility – 3 Years
20.81%
18.85%
Beta – 1 Year
1.07
1.14
Beta – 3 Years
1.25
1.10
Sharpe Ratio – 1 Year
0.55
0.37
Sharpe Ratio – 3 Years
0.85
0.48
Worst Rolling Year
21.90%
10.55%
Value at Worst Rolling Year
₹1.22 Cr
₹1.11 Cr
Deepest Drawdown
−25.24%
−17.40%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
14.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 53% · M 22% · S 20%
L 28% · M 19% · S 29%
Number of Stocks
18
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Portfolio P/E
27.00
33.83
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%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
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Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%