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Bharat Value Fund Series III vs Carnelian Bharat Amritkaal Fund-2

Bharat Value Fund Series III

Carnelian Bharat Amritkaal Fund-2

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Growth of ₹1 Crore

Bharat Value Fund Series III

Carnelian Bharat Amritkaal Fund-2

Return for the risk

1 yr return

10%

15%

Carnelian Bharat Amritkaal Fund-2

10.4% • vol 19%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

—

0.51%

6 Months

—

9.49%

1 Year

—

10.36%

3 Years

—

5 Years

—

Since Inception

—

16.92%

Fund Age

—

15 mo

AUM

—

Alpha – 1 Year

—

8.41%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

19.01%

Volatility – 3 Years

—

Beta – 1 Year

—

1.00

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.32

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−15.41%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

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L 33% · M 30% · S 32%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Biocon Ltd · 6.80%

Aditya Birla Capital Ltd · 6.20%

ICICI Bank Ltd · 5.60%

Larsen & Toubro Ltd · 4.40%

Tata Technologies Ltd · 3.20%

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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