Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Equitree - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Equitree - Emerging Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.88%
−3.81%
6 Months
21.32%
10.86%
1 Year
24.13%
−4.49%
3 Years
24.49%
22.00%
5 Years
—
21.09%
Since Inception
27.33%
7.35%
Fund Age
4 yrs 10 mo
8 yrs 9 mo
AUM
₹3,911.89 Cr
₹1,454.75 Cr
Alpha – 1 Year
19.41%
−7.47%
Alpha – 3 Years
12.41%
10.11%
Information Ratio – 3 Years
1.08
0.32
Volatility – 1 Year
23.48%
31.30%
Volatility – 3 Years
21.23%
27.30%
Beta – 1 Year
1.26
1.42
Beta – 3 Years
1.19
1.22
Sharpe Ratio – 1 Year
0.81
-0.18
Sharpe Ratio – 3 Years
0.90
0.66
Worst Rolling Year
22.93%
-30.88%
Value at Worst Rolling Year
₹1.23 Cr
₹0.69 Cr
Deepest Drawdown
−20.36%
−34.06%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
83.55%
Median Rolling Year
29.10%
31.74%
5-Year Rolling Windows Positive
—
82.61%
Market-Cap Mix
—
L 0% · S 88%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%