Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
4.51%
31.10%
1 Year
15.12%
52.47%
3 Years
22.90%
17.74%
5 Years
—
16.38%
Since Inception
24.96%
15.58%
Fund Age
4 yrs 7 mo
16 yrs 9 mo
AUM
₹136 Cr
₹132.42 Cr
Alpha – 1 Year
10.40%
47.75%
Alpha – 3 Years
10.82%
5.65%
Information Ratio – 3 Years
1.17
0.46
Volatility – 1 Year
19.24%
26.74%
Volatility – 3 Years
20.81%
21.32%
Beta – 1 Year
1.07
1.30
Beta – 3 Years
1.25
0.97
Sharpe Ratio – 1 Year
0.55
1.52
Sharpe Ratio – 3 Years
0.85
0.68
Worst Rolling Year
21.90%
-15.93%
Value at Worst Rolling Year
₹1.22 Cr
₹0.84 Cr
Deepest Drawdown
−25.24%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
31.91%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 53% · M 22% · S 20%
M 9% · S 83%
Number of Stocks
18
26
Portfolio P/E
27.00
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%