Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Estee-I-Alpha
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.88%
−0.25%
6 Months
21.32%
3.36%
1 Year
24.13%
7.71%
3 Years
24.49%
10.42%
5 Years
—
9.09%
Since Inception
27.33%
10.42%
Fund Age
4 yrs 10 mo
16 yrs 11 mo
AUM
₹3,911.89 Cr
₹257.93 Cr
Alpha – 1 Year
19.41%
0.40%
Alpha – 3 Years
12.41%
2.97%
Information Ratio – 3 Years
1.08
2.62
Volatility – 1 Year
23.48%
1.99%
Volatility – 3 Years
21.23%
1.94%
Beta – 1 Year
1.26
0.35
Beta – 3 Years
1.19
0.35
Sharpe Ratio – 1 Year
0.81
1.45
Sharpe Ratio – 3 Years
0.90
3.79
Worst Rolling Year
22.93%
7.00%
Value at Worst Rolling Year
₹1.23 Cr
₹1.07 Cr
Deepest Drawdown
−20.36%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
11.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%