Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Eureka signature approach
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%
0.53%
6 Months
21.32%
8.20%
1 Year
24.13%
10.87%
3 Years
24.49%
16.09%
5 Years
—
14.49%
Since Inception
27.33%
9.93%
Fund Age
4 yrs 10 mo
8 yrs 9 mo
AUM
₹3,911.89 Cr
₹64.23 Cr
Alpha – 1 Year
19.41%
7.11%
Alpha – 3 Years
12.41%
5.20%
Information Ratio – 3 Years
1.08
0.63
Volatility – 1 Year
23.48%
21.13%
Volatility – 3 Years
21.23%
19.82%
Beta – 1 Year
1.26
1.16
Beta – 3 Years
1.19
1.20
Sharpe Ratio – 1 Year
0.81
0.35
Sharpe Ratio – 3 Years
0.90
0.59
Worst Rolling Year
22.93%
-6.69%
Value at Worst Rolling Year
₹1.23 Cr
₹0.93 Cr
Deepest Drawdown
−20.36%
−22.93%
Recovery Period
122 days
496 days
1-Year Rolling Windows Positive
100.00%
90.85%
Median Rolling Year
29.10%
19.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 25% · M 25% · S 42%
Number of Stocks
—
42
Portfolio P/E
—
23.92
Top 5 Holdings
—
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 1% / –