Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Carnelian Capital - Contra Portfolio Strategy
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
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%
1.87%
6 Months
4.51%
3.49%
1 Year
15.12%
5.55%
3 Years
22.90%
12.97%
5 Years
—
—
Since Inception
24.96%
12.27%
Fund Age
4 yrs 7 mo
4 yrs 3 mo
AUM
₹136 Cr
₹25.94 Cr
Alpha – 1 Year
10.40%
−0.42%
Alpha – 3 Years
10.82%
2.07%
Information Ratio – 3 Years
1.17
0.10
Volatility – 1 Year
19.24%
15.73%
Volatility – 3 Years
20.81%
12.26%
Beta – 1 Year
1.07
1.56
Beta – 3 Years
1.25
1.42
Sharpe Ratio – 1 Year
0.55
0.07
Sharpe Ratio – 3 Years
0.85
0.62
Worst Rolling Year
21.90%
11.68%
Value at Worst Rolling Year
₹1.22 Cr
₹1.12 Cr
Deepest Drawdown
−25.24%
−11.81%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
17.02%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 53% · M 22% · S 20%
—
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%
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
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—
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%