Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Emkay Investments - ENVI
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%
5.18%
6 Months
21.32%
19.69%
1 Year
24.13%
25.97%
3 Years
24.49%
17.02%
5 Years
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Since Inception
27.33%
24.02%
Fund Age
4 yrs 10 mo
4 yrs 2 mo
AUM
₹3,911.89 Cr
₹101.01 Cr
Alpha – 1 Year
19.41%
21.25%
Alpha – 3 Years
12.41%
4.93%
Information Ratio – 3 Years
1.08
0.46
Volatility – 1 Year
23.48%
21.63%
Volatility – 3 Years
21.23%
19.42%
Beta – 1 Year
1.26
1.10
Beta – 3 Years
1.19
1.04
Sharpe Ratio – 1 Year
0.81
0.93
Sharpe Ratio – 3 Years
0.90
0.65
Worst Rolling Year
22.93%
16.82%
Value at Worst Rolling Year
₹1.23 Cr
₹1.17 Cr
Deepest Drawdown
−20.36%
−20.44%
Recovery Period
122 days
365 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
19.58%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 26% · M 14% · S 51%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
Top Sectors
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Fixed Fee
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2.50% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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