Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Emkay Investments - Indias Golden Decade of Growth
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Emkay Investments - Indias Golden Decade of 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%
2.09%
6 Months
21.32%
11.86%
1 Year
24.13%
5.85%
3 Years
24.49%
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5 Years
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Since Inception
27.33%
15.00%
Fund Age
4 yrs 10 mo
2 yrs 10 mo
AUM
₹3,911.89 Cr
₹101.25 Cr
Alpha – 1 Year
19.41%
1.13%
Alpha – 3 Years
12.41%
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Information Ratio – 3 Years
1.08
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Volatility – 1 Year
23.48%
21.08%
Volatility – 3 Years
21.23%
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Beta – 1 Year
1.26
1.15
Beta – 3 Years
1.19
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Sharpe Ratio – 1 Year
0.81
0.12
Sharpe Ratio – 3 Years
0.90
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Worst Rolling Year
22.93%
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Value at Worst Rolling Year
₹1.23 Cr
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Deepest Drawdown
−20.36%
−17.28%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
29.10%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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L 39% · M 19% · S 43%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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ICICI Bank Ltd · 0.00%
Eternal Ltd · 0.00%
Nippon Life India Asset Management Ltd · 0.00%
Larsen & Toubro Ltd · 0.00%
Reliance Industries Ltd · 0.00%
Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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