Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Crescendo vs CARNELIAN BESPOKE STRATEGY
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Crescendo
CARNELIAN BESPOKE STRATEGY
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.44%
4.88%
6 Months
4.18%
21.32%
1 Year
—
24.13%
3 Years
—
24.49%
5 Years
—
—
Since Inception
2.71%
27.33%
Fund Age
7 mo
4 yrs 10 mo
AUM
₹2.64 Cr
₹3,911.89 Cr
Alpha – 1 Year
—
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
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.10%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 51% · M 44% · S 1%
—
Number of Stocks
24
—
Portfolio P/E
41.79
—
Top 5 Holdings
Laurus Labs Ltd · 5.78%
Federal Bank Ltd · 5.27%
Radico Khaitan Ltd · 5.25%
Adani Energy Solutions Ltd · 5.03%
Bharat Heavy Electricals Ltd · 5.02%
—
Top Sectors
Financial Services · 28.65%
Capital Goods · 22.89%
Metals & Mining · 14.53%
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—