Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Silver Arch - India Equity 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%
6.91%
6 Months
4.51%
15.63%
1 Year
15.12%
20.01%
3 Years
22.90%
17.10%
5 Years
—
15.64%
Since Inception
24.96%
13.05%
Fund Age
4 yrs 7 mo
8 yrs 11 mo
AUM
₹136 Cr
₹46.46 Cr
Alpha – 1 Year
10.40%
15.29%
Alpha – 3 Years
10.82%
5.01%
Information Ratio – 3 Years
1.17
0.88
Volatility – 1 Year
19.24%
20.61%
Volatility – 3 Years
20.81%
19.98%
Beta – 1 Year
1.07
0.94
Beta – 3 Years
1.25
1.02
Sharpe Ratio – 1 Year
0.55
0.73
Sharpe Ratio – 3 Years
0.85
0.85
Worst Rolling Year
21.90%
-3.76%
Value at Worst Rolling Year
₹1.22 Cr
₹0.96 Cr
Deepest Drawdown
−25.24%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
31.91%
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 27% · M 34% · S 33%
Number of Stocks
18
25
Portfolio P/E
27.00
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
—
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%