Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs CARNELIAN BESPOKE STRATEGY
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
CARNELIAN BESPOKE STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.61%
4.88%
6 Months
4.03%
21.32%
1 Year
4.49%
24.13%
3 Years
14.35%
24.49%
5 Years
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Since Inception
16.62%
27.33%
Fund Age
4 yrs
4 yrs 10 mo
AUM
₹303 Cr
₹3,911.89 Cr
Alpha – 1 Year
4.92%
19.41%
Alpha – 3 Years
5.78%
12.41%
Information Ratio – 3 Years
1.15
1.08
Volatility – 1 Year
16.32%
23.48%
Volatility – 3 Years
14.15%
21.23%
Beta – 1 Year
0.98
1.26
Beta – 3 Years
0.97
1.19
Sharpe Ratio – 1 Year
0.01
0.81
Sharpe Ratio – 3 Years
0.64
0.90
Worst Rolling Year
14.36%
22.93%
Value at Worst Rolling Year
₹1.14 Cr
₹1.23 Cr
Deepest Drawdown
−16.17%
−20.36%
Recovery Period
245 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
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
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Top Sectors
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Fixed Fee
0.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
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