Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.88%
−0.04%
6 Months
21.32%
−3.71%
1 Year
24.13%
−1.23%
3 Years
24.49%
7.88%
5 Years
—
5.71%
Since Inception
27.33%
9.28%
Fund Age
4 yrs 10 mo
7 yrs 1 mo
AUM
₹3,911.89 Cr
₹2.48 Cr
Alpha – 1 Year
19.41%
−5.95%
Alpha – 3 Years
12.41%
−4.21%
Information Ratio – 3 Years
1.08
-1.27
Volatility – 1 Year
23.48%
17.16%
Volatility – 3 Years
21.23%
14.17%
Beta – 1 Year
1.26
0.98
Beta – 3 Years
1.19
0.90
Sharpe Ratio – 1 Year
0.81
-0.29
Sharpe Ratio – 3 Years
0.90
0.17
Worst Rolling Year
22.93%
5.24%
Value at Worst Rolling Year
₹1.23 Cr
₹1.05 Cr
Deepest Drawdown
−20.36%
−16.54%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
11.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 92% · M 4%
Number of Stocks
—
26
Portfolio P/E
—
29.84
Top 5 Holdings
—
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
—
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
—
1.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%