Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
SBI MF - ESG Portfolio
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%
2.26%
6 Months
4.51%
18.40%
1 Year
15.12%
9.21%
3 Years
22.90%
13.13%
5 Years
—
13.39%
Since Inception
24.96%
14.83%
Fund Age
4 yrs 7 mo
10 yrs
AUM
₹136 Cr
₹666.2 Cr
Alpha – 1 Year
10.40%
9.64%
Alpha – 3 Years
10.82%
4.56%
Information Ratio – 3 Years
1.17
0.38
Volatility – 1 Year
19.24%
18.95%
Volatility – 3 Years
20.81%
16.01%
Beta – 1 Year
1.07
0.98
Beta – 3 Years
1.25
0.90
Sharpe Ratio – 1 Year
0.55
0.27
Sharpe Ratio – 3 Years
0.85
0.52
Worst Rolling Year
21.90%
-3.31%
Value at Worst Rolling Year
₹1.22 Cr
₹0.97 Cr
Deepest Drawdown
−25.24%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
31.91%
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 13% · M 17% · S 66%
Number of Stocks
18
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
—
—
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%