Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Unifi Blended - Rangoli
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%
3.17%
6 Months
4.51%
10.91%
1 Year
15.12%
10.45%
3 Years
22.90%
10.60%
5 Years
—
10.74%
Since Inception
24.96%
18.07%
Fund Age
4 yrs 7 mo
9 yrs 2 mo
AUM
₹136 Cr
₹11,464.61 Cr
Alpha – 1 Year
10.40%
5.73%
Alpha – 3 Years
10.82%
−1.49%
Information Ratio – 3 Years
1.17
-0.11
Volatility – 1 Year
19.24%
18.78%
Volatility – 3 Years
20.81%
16.83%
Beta – 1 Year
1.07
1.04
Beta – 3 Years
1.25
1.02
Sharpe Ratio – 1 Year
0.55
0.34
Sharpe Ratio – 3 Years
0.85
0.37
Worst Rolling Year
21.90%
4.89%
Value at Worst Rolling Year
₹1.22 Cr
₹1.05 Cr
Deepest Drawdown
−25.24%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 24% · M 11% · S 66%
Number of Stocks
18
—
Portfolio P/E
27.00
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
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%
0% / 0% / 0%