Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs CARNELIAN BESPOKE STRATEGY
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
CARNELIAN BESPOKE STRATEGY
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.07%
4.88%
6 Months
3.00%
21.32%
1 Year
7.37%
24.13%
3 Years
7.34%
24.49%
5 Years
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Since Inception
8.94%
27.33%
Fund Age
3 yrs 9 mo
4 yrs 10 mo
AUM
₹2.69 Cr
₹3,911.89 Cr
Alpha – 1 Year
2.65%
19.41%
Alpha – 3 Years
−4.75%
12.41%
Information Ratio – 3 Years
-0.75
1.08
Volatility – 1 Year
19.15%
23.48%
Volatility – 3 Years
17.20%
21.23%
Beta – 1 Year
1.07
1.26
Beta – 3 Years
1.05
1.19
Sharpe Ratio – 1 Year
0.19
0.81
Sharpe Ratio – 3 Years
0.19
0.90
Worst Rolling Year
6.80%
22.93%
Value at Worst Rolling Year
₹1.07 Cr
₹1.23 Cr
Deepest Drawdown
−26.30%
−20.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
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
Cash & Cash Equivalent · 8.00%
TVS Motor Company Ltd · 5.50%
Mahindra Holidays & Resorts India Ltd · 5.50%
Astral Ltd · 5.50%
Titan Company Ltd · 5.50%
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Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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