Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Eklavya Equity
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%
−0.98%
6 Months
21.32%
4.93%
1 Year
24.13%
−0.37%
3 Years
24.49%
—
5 Years
—
—
Since Inception
27.33%
4.91%
Fund Age
4 yrs 10 mo
2 yrs 1 mo
AUM
₹3,911.89 Cr
₹8 Cr
Alpha – 1 Year
19.41%
−0.02%
Alpha – 3 Years
12.41%
—
Information Ratio – 3 Years
1.08
—
Volatility – 1 Year
23.48%
12.93%
Volatility – 3 Years
21.23%
—
Beta – 1 Year
1.26
0.72
Beta – 3 Years
1.19
—
Sharpe Ratio – 1 Year
0.81
-0.38
Sharpe Ratio – 3 Years
0.90
—
Worst Rolling Year
22.93%
6.09%
Value at Worst Rolling Year
₹1.23 Cr
₹1.06 Cr
Deepest Drawdown
−20.36%
−12.49%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
6.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 23% · M 8% · S 36%
Number of Stocks
—
30
Portfolio P/E
—
24.51
Top 5 Holdings
—
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
—
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 2% / 0%