Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Wealth Managers - Focused Leadership Portfolio
Carnelian Capital - Contra Portfolio Strategy
Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Wealth Managers - Focused Leadership 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%
4.79%
6 Months
4.51%
13.10%
1 Year
15.12%
18.11%
3 Years
22.90%
14.56%
5 Years
—
8.71%
Since Inception
24.96%
13.67%
Fund Age
4 yrs 7 mo
11 yrs 2 mo
AUM
₹136 Cr
₹138.06 Cr
Alpha – 1 Year
10.40%
18.46%
Alpha – 3 Years
10.82%
5.57%
Information Ratio – 3 Years
1.17
0.62
Volatility – 1 Year
19.24%
22.83%
Volatility – 3 Years
20.81%
16.72%
Beta – 1 Year
1.07
1.29
Beta – 3 Years
1.25
1.00
Sharpe Ratio – 1 Year
0.55
0.61
Sharpe Ratio – 3 Years
0.85
0.55
Worst Rolling Year
21.90%
-8.44%
Value at Worst Rolling Year
₹1.22 Cr
₹0.92 Cr
Deepest Drawdown
−25.24%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
31.91%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 38% · M 14% · S 45%
Number of Stocks
18
18
Portfolio P/E
27.00
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%