Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs CARNELIAN BESPOKE STRATEGY
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
CARNELIAN BESPOKE STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
4.88%
6 Months
0.51%
21.32%
1 Year
12.01%
24.13%
3 Years
12.45%
24.49%
5 Years
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Since Inception
12.40%
27.33%
Fund Age
3 yrs
4 yrs 10 mo
AUM
₹22.7 Cr
₹3,911.89 Cr
Alpha – 1 Year
12.36%
19.41%
Alpha – 3 Years
3.45%
12.41%
Information Ratio – 3 Years
0.50
1.08
Volatility – 1 Year
19.89%
23.48%
Volatility – 3 Years
17.57%
21.23%
Beta – 1 Year
1.18
1.26
Beta – 3 Years
1.20
1.19
Sharpe Ratio – 1 Year
0.40
0.81
Sharpe Ratio – 3 Years
0.46
0.90
Worst Rolling Year
12.43%
22.93%
Value at Worst Rolling Year
₹1.12 Cr
₹1.23 Cr
Deepest Drawdown
−26.54%
−20.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
29.10%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 99%
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
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Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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