Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.00%
1.32%
6 Months
4.51%
3.83%
1 Year
15.12%
9.77%
3 Years
22.90%
13.19%
5 Years
—
12.01%
Since Inception
24.96%
14.38%
Fund Age
4 yrs 7 mo
6 yrs 8 mo
AUM
₹136 Cr
₹42.66 Cr
Alpha – 1 Year
10.40%
3.80%
Alpha – 3 Years
10.82%
2.30%
Information Ratio – 3 Years
1.17
0.23
Volatility – 1 Year
19.24%
15.84%
Volatility – 3 Years
20.81%
12.64%
Beta – 1 Year
1.07
1.56
Beta – 3 Years
1.25
1.48
Sharpe Ratio – 1 Year
0.55
0.32
Sharpe Ratio – 3 Years
0.85
0.70
Worst Rolling Year
21.90%
9.09%
Value at Worst Rolling Year
₹1.22 Cr
₹1.09 Cr
Deepest Drawdown
−25.24%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 37% · M 21% · S 27%
Number of Stocks
18
16
Portfolio P/E
27.00
—
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%