Portfolio Management Services (PMS)Compare Schemes
Ambit Anchor vs CARNELIAN BESPOKE STRATEGY
Add SchemeGrowth of ₹1 Crore
Ambit Anchor
CARNELIAN BESPOKE STRATEGY
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.82%
4.88%
6 Months
5.27%
21.32%
1 Year
10.43%
24.13%
3 Years
—
24.49%
5 Years
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Since Inception
12.59%
27.33%
Fund Age
1 yr 10 mo
4 yrs 10 mo
AUM
₹146.15 Cr
₹3,911.89 Cr
Alpha – 1 Year
5.23%
19.41%
Alpha – 3 Years
—
12.41%
Information Ratio – 3 Years
—
1.08
Volatility – 1 Year
—
23.48%
Volatility – 3 Years
—
21.23%
Beta – 1 Year
—
1.26
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
—
0.81
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
22.93%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
—
−20.36%
Recovery Period
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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
Earlysalary · 11.07%
Oxyzo · 9.57%
Keertana Finserv · 8.27%
Vivritri Capital · 8.04%
AYE Finance · 6.94%
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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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