Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.00%
2.21%
6 Months
4.51%
21.04%
1 Year
15.12%
21.34%
3 Years
22.90%
19.08%
5 Years
—
23.67%
Since Inception
24.96%
—
Fund Age
4 yrs 7 mo
6 yrs 4 mo
AUM
₹136 Cr
₹364.08 Cr
Alpha – 1 Year
10.40%
21.69%
Alpha – 3 Years
10.82%
10.08%
Information Ratio – 3 Years
1.17
0.52
Volatility – 1 Year
19.24%
32.28%
Volatility – 3 Years
20.81%
28.08%
Beta – 1 Year
1.07
1.47
Beta – 3 Years
1.25
1.60
Sharpe Ratio – 1 Year
0.55
0.58
Sharpe Ratio – 3 Years
0.85
0.57
Worst Rolling Year
21.90%
15.61%
Value at Worst Rolling Year
₹1.22 Cr
₹1.16 Cr
Deepest Drawdown
−25.24%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
1.75% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%