Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
SBI AEON ALPHA PMS
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%
0.41%
6 Months
4.51%
20.81%
1 Year
15.12%
15.63%
3 Years
22.90%
13.76%
5 Years
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Since Inception
24.96%
14.77%
Fund Age
4 yrs 7 mo
4 yrs 6 mo
AUM
₹136 Cr
₹751.68 Cr
Alpha – 1 Year
10.40%
16.06%
Alpha – 3 Years
10.82%
5.19%
Information Ratio – 3 Years
1.17
0.25
Volatility – 1 Year
19.24%
18.90%
Volatility – 3 Years
20.81%
16.75%
Beta – 1 Year
1.07
0.89
Beta – 3 Years
1.25
0.79
Sharpe Ratio – 1 Year
0.55
0.57
Sharpe Ratio – 3 Years
0.85
0.53
Worst Rolling Year
21.90%
13.60%
Value at Worst Rolling Year
₹1.22 Cr
₹1.14 Cr
Deepest Drawdown
−25.24%
−21.60%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
15.94%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 53% · M 22% · S 20%
L 16% · M 11% · S 70%
Number of Stocks
18
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Portfolio P/E
27.00
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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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
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Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%