Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs CARNELIAN BESPOKE STRATEGY
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
CARNELIAN BESPOKE 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
2.46%
4.88%
6 Months
7.53%
21.32%
1 Year
10.69%
24.13%
3 Years
9.96%
24.49%
5 Years
10.97%
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Since Inception
20.53%
27.33%
Fund Age
14 yrs 7 mo
4 yrs 10 mo
AUM
₹132.39 Cr
₹3,911.89 Cr
Alpha – 1 Year
5.97%
19.41%
Alpha – 3 Years
−2.13%
12.41%
Information Ratio – 3 Years
-0.28
1.08
Volatility – 1 Year
20.88%
23.48%
Volatility – 3 Years
19.08%
21.23%
Beta – 1 Year
1.15
1.26
Beta – 3 Years
1.12
1.19
Sharpe Ratio – 1 Year
0.34
0.81
Sharpe Ratio – 3 Years
0.32
0.90
Worst Rolling Year
-4.87%
22.93%
Value at Worst Rolling Year
₹0.95 Cr
₹1.23 Cr
Deepest Drawdown
−22.42%
−20.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
29.10%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 47% · M 22% · S 18%
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Number of Stocks
23
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Portfolio P/E
60.38
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Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
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Top Sectors
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—