Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Purnartha Pratham Strategy
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%
5.49%
6 Months
4.51%
9.46%
1 Year
15.12%
17.52%
3 Years
22.90%
14.28%
5 Years
—
9.02%
Since Inception
24.96%
12.49%
Fund Age
4 yrs 7 mo
5 yrs 11 mo
AUM
₹136 Cr
₹1,633.45 Cr
Alpha – 1 Year
10.40%
12.80%
Alpha – 3 Years
10.82%
2.19%
Information Ratio – 3 Years
1.17
0.28
Volatility – 1 Year
19.24%
23.87%
Volatility – 3 Years
20.81%
18.97%
Beta – 1 Year
1.07
1.12
Beta – 3 Years
1.25
1.06
Sharpe Ratio – 1 Year
0.55
0.57
Sharpe Ratio – 3 Years
0.85
0.55
Worst Rolling Year
21.90%
7.21%
Value at Worst Rolling Year
₹1.22 Cr
₹1.07 Cr
Deepest Drawdown
−25.24%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 14% · M 11% · S 40%
Number of Stocks
18
—
Portfolio P/E
27.00
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
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%