Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
White Oak India Select Equity 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%
4.84%
6 Months
4.51%
7.61%
1 Year
15.12%
−0.76%
3 Years
22.90%
11.28%
5 Years
—
9.58%
Since Inception
24.96%
11.67%
Fund Age
4 yrs 7 mo
7 yrs 11 mo
AUM
₹136 Cr
₹12.5 Cr
Alpha – 1 Year
10.40%
−3.74%
Alpha – 3 Years
10.82%
−0.61%
Information Ratio – 3 Years
1.17
-0.06
Volatility – 1 Year
19.24%
20.02%
Volatility – 3 Years
20.81%
16.21%
Beta – 1 Year
1.07
1.05
Beta – 3 Years
1.25
0.91
Sharpe Ratio – 1 Year
0.55
-0.22
Sharpe Ratio – 3 Years
0.85
0.41
Worst Rolling Year
21.90%
8.66%
Value at Worst Rolling Year
₹1.22 Cr
₹1.09 Cr
Deepest Drawdown
−25.24%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 22% · S 20%
L 36% · M 30% · S 35%
Number of Stocks
18
15
Portfolio P/E
27.00
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
—
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%