Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.00%
4.41%
6 Months
4.51%
0.07%
1 Year
15.12%
4.08%
3 Years
22.90%
6.47%
5 Years
—
—
Since Inception
24.96%
11.08%
Fund Age
4 yrs 7 mo
6 yrs 6 mo
AUM
₹136 Cr
₹1.91 Cr
Alpha – 1 Year
10.40%
4.51%
Alpha – 3 Years
10.82%
−2.09%
Information Ratio – 3 Years
1.17
-0.44
Volatility – 1 Year
19.24%
16.64%
Volatility – 3 Years
20.81%
14.35%
Beta – 1 Year
1.07
0.98
Beta – 3 Years
1.25
1.00
Sharpe Ratio – 1 Year
0.55
-0.01
Sharpe Ratio – 3 Years
0.85
0.13
Worst Rolling Year
21.90%
5.64%
Value at Worst Rolling Year
₹1.22 Cr
₹1.06 Cr
Deepest Drawdown
−25.24%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
7.94%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 53% · M 22% · S 20%
L 90% · M 7%
Number of Stocks
18
50
Portfolio P/E
27.00
26.76
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 · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
—
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –