Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.00%
3.26%
6 Months
4.51%
4.03%
1 Year
15.12%
0.70%
3 Years
22.90%
10.01%
5 Years
—
8.40%
Since Inception
24.96%
14.84%
Fund Age
4 yrs 7 mo
7 yrs 10 mo
AUM
₹136 Cr
₹2,937.84 Cr
Alpha – 1 Year
10.40%
−2.28%
Alpha – 3 Years
10.82%
−1.88%
Information Ratio – 3 Years
1.17
-0.37
Volatility – 1 Year
19.24%
17.90%
Volatility – 3 Years
20.81%
14.65%
Beta – 1 Year
1.07
1.00
Beta – 3 Years
1.25
0.93
Sharpe Ratio – 1 Year
0.55
-0.18
Sharpe Ratio – 3 Years
0.85
0.35
Worst Rolling Year
21.90%
7.25%
Value at Worst Rolling Year
₹1.22 Cr
₹1.07 Cr
Deepest Drawdown
−25.24%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
15.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 58% · M 15% · S 26%
Number of Stocks
18
71
Portfolio P/E
27.00
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
—
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%