Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Solidarity Advisors - Prudence
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%
8.45%
6 Months
4.51%
29.49%
1 Year
15.12%
37.09%
3 Years
22.90%
18.49%
5 Years
—
12.39%
Since Inception
24.96%
18.64%
Fund Age
4 yrs 7 mo
10 yrs 3 mo
AUM
₹136 Cr
₹1,760.35 Cr
Alpha – 1 Year
10.40%
32.37%
Alpha – 3 Years
10.82%
6.40%
Information Ratio – 3 Years
1.17
0.52
Volatility – 1 Year
19.24%
25.02%
Volatility – 3 Years
20.81%
18.27%
Beta – 1 Year
1.07
1.22
Beta – 3 Years
1.25
0.89
Sharpe Ratio – 1 Year
0.55
1.18
Sharpe Ratio – 3 Years
0.85
0.74
Worst Rolling Year
21.90%
-0.28%
Value at Worst Rolling Year
₹1.22 Cr
₹1.00 Cr
Deepest Drawdown
−25.24%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
31.91%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 11% · S 71%
Number of Stocks
18
13
Portfolio P/E
27.00
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%