Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs CARNELIAN BESPOKE STRATEGY
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
CARNELIAN BESPOKE STRATEGY
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
4.88%
6 Months
10.18%
21.32%
1 Year
20.91%
24.13%
3 Years
—
24.49%
5 Years
—
—
Since Inception
11.43%
27.33%
Fund Age
2 yrs 7 mo
4 yrs 10 mo
AUM
₹1,327.89 Cr
₹3,911.89 Cr
Alpha – 1 Year
16.19%
19.41%
Alpha – 3 Years
—
12.41%
Information Ratio – 3 Years
—
1.08
Volatility – 1 Year
20.66%
23.48%
Volatility – 3 Years
—
21.23%
Beta – 1 Year
1.16
1.26
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
0.77
0.81
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
22.93%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−13.88%
−20.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.10%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 35% · M 32% · S 29%
—
Number of Stocks
34
—
Portfolio P/E
25.26
—
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
—
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
—