Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Dalal & Broacha - Long Term Growth
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Dalal & Broacha - Long Term Growth
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%
0.61%
6 Months
21.32%
11.19%
1 Year
24.13%
4.47%
3 Years
24.49%
14.82%
5 Years
—
12.64%
Since Inception
27.33%
13.38%
Fund Age
4 yrs 10 mo
19 yrs
AUM
₹3,911.89 Cr
₹1,249 Cr
Alpha – 1 Year
19.41%
4.82%
Alpha – 3 Years
12.41%
5.82%
Information Ratio – 3 Years
1.08
0.87
Volatility – 1 Year
23.48%
21.24%
Volatility – 3 Years
21.23%
17.51%
Beta – 1 Year
1.26
1.09
Beta – 3 Years
1.19
1.04
Sharpe Ratio – 1 Year
0.81
0.05
Sharpe Ratio – 3 Years
0.90
0.69
Worst Rolling Year
22.93%
—
Value at Worst Rolling Year
₹1.23 Cr
—
Deepest Drawdown
−20.36%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.10%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 40% · M 40% · S 15%
Number of Stocks
—
25
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%