Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs CARNELIAN BESPOKE STRATEGY
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
CARNELIAN BESPOKE STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
4.88%
6 Months
−1.81%
21.32%
1 Year
5.85%
24.13%
3 Years
8.65%
24.49%
5 Years
7.90%
—
Since Inception
16.09%
27.33%
Fund Age
16 yrs 4 mo
4 yrs 10 mo
AUM
₹22.08 Cr
₹3,911.89 Cr
Alpha – 1 Year
6.20%
19.41%
Alpha – 3 Years
−0.35%
12.41%
Information Ratio – 3 Years
0.11
1.08
Volatility – 1 Year
17.32%
23.48%
Volatility – 3 Years
15.11%
21.23%
Beta – 1 Year
0.79
1.26
Beta – 3 Years
0.87
1.19
Sharpe Ratio – 1 Year
0.10
0.81
Sharpe Ratio – 3 Years
0.36
0.90
Worst Rolling Year
0.88%
22.93%
Value at Worst Rolling Year
₹1.01 Cr
₹1.23 Cr
Deepest Drawdown
−17.79%
−20.36%
Recovery Period
297 days
122 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
29.10%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 22% · M 16% · S 47%
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Number of Stocks
37
—
Portfolio P/E
45.09
—
Top 5 Holdings
Cash & Cash Equivalent · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
—
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—