Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
4.51%
1.92%
1 Year
15.12%
0.43%
3 Years
22.90%
—
5 Years
—
—
Since Inception
24.96%
6.17%
Fund Age
4 yrs 7 mo
2 yrs 2 mo
AUM
₹136 Cr
₹22.98 Cr
Alpha – 1 Year
10.40%
−2.55%
Alpha – 3 Years
10.82%
—
Information Ratio – 3 Years
1.17
—
Volatility – 1 Year
19.24%
16.90%
Volatility – 3 Years
20.81%
—
Beta – 1 Year
1.07
0.96
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.55
-0.22
Sharpe Ratio – 3 Years
0.85
—
Worst Rolling Year
21.90%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−25.24%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
31.91%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 22% · S 20%
L 61% · M 14% · S 21%
Number of Stocks
18
41
Portfolio P/E
27.00
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%