Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Sanctum Wealth - Indian Olympians
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%
1.47%
6 Months
4.51%
5.42%
1 Year
15.12%
9.64%
3 Years
22.90%
10.36%
5 Years
—
7.75%
Since Inception
24.96%
11.08%
Fund Age
4 yrs 7 mo
9 yrs 11 mo
AUM
₹136 Cr
₹66.05 Cr
Alpha – 1 Year
10.40%
9.99%
Alpha – 3 Years
10.82%
1.36%
Information Ratio – 3 Years
1.17
0.51
Volatility – 1 Year
19.24%
17.05%
Volatility – 3 Years
20.81%
14.23%
Beta – 1 Year
1.07
1.05
Beta – 3 Years
1.25
1.00
Sharpe Ratio – 1 Year
0.55
0.31
Sharpe Ratio – 3 Years
0.85
0.40
Worst Rolling Year
21.90%
0.57%
Value at Worst Rolling Year
₹1.22 Cr
₹1.01 Cr
Deepest Drawdown
−25.24%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
31.91%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 84% · M 12%
Number of Stocks
18
23
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
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Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—