Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Contra Portfolio Strategy vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Contra Portfolio Strategy
Xylem Maverick Strategy
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%
9.42%
6 Months
4.51%
52.78%
1 Year
15.12%
27.27%
3 Years
22.90%
—
5 Years
—
—
Since Inception
24.96%
23.72%
Fund Age
4 yrs 7 mo
19 mo
AUM
₹136 Cr
₹71.55 Cr
Alpha – 1 Year
10.40%
22.55%
Alpha – 3 Years
10.82%
—
Information Ratio – 3 Years
1.17
—
Volatility – 1 Year
19.24%
31.93%
Volatility – 3 Years
20.81%
—
Beta – 1 Year
1.07
1.29
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.55
0.74
Sharpe Ratio – 3 Years
0.85
—
Worst Rolling Year
21.90%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−25.24%
−27.01%
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%
S 96%
Number of Stocks
18
19
Portfolio P/E
27.00
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%