Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs CARNELIAN BESPOKE STRATEGY
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
CARNELIAN BESPOKE STRATEGY
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
4.88%
6 Months
−7.08%
21.32%
1 Year
−4.02%
24.13%
3 Years
1.10%
24.49%
5 Years
2.02%
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Since Inception
13.04%
27.33%
Fund Age
17 yrs 10 mo
4 yrs 10 mo
AUM
₹50.53 Cr
₹3,911.89 Cr
Alpha – 1 Year
−3.59%
19.41%
Alpha – 3 Years
−7.46%
12.41%
Information Ratio – 3 Years
-1.28
1.08
Volatility – 1 Year
16.65%
23.48%
Volatility – 3 Years
15.47%
21.23%
Beta – 1 Year
1.04
1.26
Beta – 3 Years
1.04
1.19
Sharpe Ratio – 1 Year
-0.49
0.81
Sharpe Ratio – 3 Years
-0.20
0.90
Worst Rolling Year
-4.00%
22.93%
Value at Worst Rolling Year
₹0.96 Cr
₹1.23 Cr
Deepest Drawdown
−23.28%
−20.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
29.10%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 74% · M 13% · S 9%
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Number of Stocks
15
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Portfolio P/E
27.97
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Top 5 Holdings
—
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Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
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Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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