Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs CARNELIAN BESPOKE STRATEGY
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
CARNELIAN BESPOKE STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
4.88%
6 Months
3.88%
21.32%
1 Year
−7.98%
24.13%
3 Years
11.06%
24.49%
5 Years
10.06%
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Since Inception
11.56%
27.33%
Fund Age
5 yrs 3 mo
4 yrs 10 mo
AUM
₹106.37 Cr
₹3,911.89 Cr
Alpha – 1 Year
−10.96%
19.41%
Alpha – 3 Years
−0.82%
12.41%
Information Ratio – 3 Years
0.00
1.08
Volatility – 1 Year
16.00%
23.48%
Volatility – 3 Years
17.59%
21.23%
Beta – 1 Year
0.79
1.26
Beta – 3 Years
0.97
1.19
Sharpe Ratio – 1 Year
-0.78
0.81
Sharpe Ratio – 3 Years
0.42
0.90
Worst Rolling Year
—
22.93%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
—
−20.36%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.10%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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Top Sectors
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Fixed Fee
1.00% / yr
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Performance Fee / Plan
2% of profit
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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