Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Turtle Wealth - Profit Mantra
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%
7.48%
6 Months
4.51%
9.42%
1 Year
15.12%
28.25%
3 Years
22.90%
18.47%
5 Years
—
21.31%
Since Inception
24.96%
21.69%
Fund Age
4 yrs 7 mo
5 yrs
AUM
₹136 Cr
₹79.02 Cr
Alpha – 1 Year
10.40%
23.53%
Alpha – 3 Years
10.82%
6.38%
Information Ratio – 3 Years
1.17
0.27
Volatility – 1 Year
19.24%
18.12%
Volatility – 3 Years
20.81%
27.25%
Beta – 1 Year
1.07
0.87
Beta – 3 Years
1.25
0.86
Sharpe Ratio – 1 Year
0.55
1.18
Sharpe Ratio – 3 Years
0.85
0.56
Worst Rolling Year
21.90%
15.67%
Value at Worst Rolling Year
₹1.22 Cr
₹1.16 Cr
Deepest Drawdown
−25.24%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 10% · M 9% · S 69%
Number of Stocks
18
34
Portfolio P/E
27.00
57.02
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%
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
—
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%