Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.00%
0.30%
6 Months
4.51%
26.99%
1 Year
15.12%
26.29%
3 Years
22.90%
27.01%
5 Years
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Since Inception
24.96%
35.84%
Fund Age
4 yrs 7 mo
4 yrs 3 mo
AUM
₹136 Cr
₹521.91 Cr
Alpha – 1 Year
10.40%
28.33%
Alpha – 3 Years
10.82%
20.36%
Information Ratio – 3 Years
1.17
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Volatility – 1 Year
19.24%
31.27%
Volatility – 3 Years
20.81%
25.96%
Beta – 1 Year
1.07
—
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.55
0.72
Sharpe Ratio – 3 Years
0.85
0.85
Worst Rolling Year
21.90%
27.02%
Value at Worst Rolling Year
₹1.22 Cr
₹1.27 Cr
Deepest Drawdown
−25.24%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.91%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 53% · M 22% · S 20%
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Number of Stocks
18
49
Portfolio P/E
27.00
21.17
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%
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Top Sectors
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Fixed Fee
1.75% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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