Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Carnelian Capital - Contra Portfolio Strategy
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Tenet Portfolio (previously known as ABC 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%
−0.27%
6 Months
4.51%
−1.47%
1 Year
15.12%
6.66%
3 Years
22.90%
11.29%
5 Years
—
13.68%
Since Inception
24.96%
15.03%
Fund Age
4 yrs 7 mo
5 yrs 7 mo
AUM
₹136 Cr
₹138.83 Cr
Alpha – 1 Year
10.40%
7.01%
Alpha – 3 Years
10.82%
2.30%
Information Ratio – 3 Years
1.17
0.23
Volatility – 1 Year
19.24%
16.50%
Volatility – 3 Years
20.81%
16.10%
Beta – 1 Year
1.07
0.93
Beta – 3 Years
1.25
0.99
Sharpe Ratio – 1 Year
0.55
0.15
Sharpe Ratio – 3 Years
0.85
0.41
Worst Rolling Year
21.90%
11.25%
Value at Worst Rolling Year
₹1.22 Cr
₹1.11 Cr
Deepest Drawdown
−25.24%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
—
Number of Stocks
18
18
Portfolio P/E
27.00
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
—
—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%