Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Chanakya Capital - Growth Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.88%
3.10%
6 Months
21.32%
2.75%
1 Year
24.13%
19.54%
3 Years
24.49%
16.88%
5 Years
—
17.69%
Since Inception
27.33%
15.84%
Fund Age
4 yrs 10 mo
8 yrs
AUM
₹3,911.89 Cr
₹335.72 Cr
Alpha – 1 Year
19.41%
19.89%
Alpha – 3 Years
12.41%
7.88%
Information Ratio – 3 Years
1.08
0.91
Volatility – 1 Year
23.48%
22.09%
Volatility – 3 Years
21.23%
17.60%
Beta – 1 Year
1.26
1.28
Beta – 3 Years
1.19
1.08
Sharpe Ratio – 1 Year
0.81
0.68
Sharpe Ratio – 3 Years
0.90
0.74
Worst Rolling Year
22.93%
9.01%
Value at Worst Rolling Year
₹1.23 Cr
₹1.09 Cr
Deepest Drawdown
−20.36%
−17.25%
Recovery Period
122 days
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
21.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 57% · M 6% · S 37%
Number of Stocks
—
192
Portfolio P/E
—
18.98
Top 5 Holdings
—
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
—
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%