Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Samvitti-PMS Aggressive Growth
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%
10.24%
6 Months
4.51%
31.65%
1 Year
15.12%
26.47%
3 Years
22.90%
18.72%
5 Years
—
16.28%
Since Inception
24.96%
14.51%
Fund Age
4 yrs 7 mo
10 yrs 10 mo
AUM
₹136 Cr
₹423.36 Cr
Alpha – 1 Year
10.40%
21.75%
Alpha – 3 Years
10.82%
6.63%
Information Ratio – 3 Years
1.17
0.36
Volatility – 1 Year
19.24%
28.25%
Volatility – 3 Years
20.81%
24.90%
Beta – 1 Year
1.07
1.32
Beta – 3 Years
1.25
1.13
Sharpe Ratio – 1 Year
0.55
0.78
Sharpe Ratio – 3 Years
0.85
0.60
Worst Rolling Year
21.90%
-5.98%
Value at Worst Rolling Year
₹1.22 Cr
₹0.94 Cr
Deepest Drawdown
−25.24%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
31.91%
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 12% · M 6% · S 82%
Number of Stocks
18
62
Portfolio P/E
27.00
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
—
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%