Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Fort Capital - Value Fund
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Fort Capital - Value Fund
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%
5.09%
6 Months
21.32%
20.56%
1 Year
24.13%
20.29%
3 Years
24.49%
11.79%
5 Years
—
16.62%
Since Inception
27.33%
15.84%
Fund Age
4 yrs 10 mo
7 yrs 11 mo
AUM
₹3,911.89 Cr
₹12.5 Cr
Alpha – 1 Year
19.41%
15.57%
Alpha – 3 Years
12.41%
−0.30%
Information Ratio – 3 Years
1.08
-0.02
Volatility – 1 Year
23.48%
23.44%
Volatility – 3 Years
21.23%
21.14%
Beta – 1 Year
1.26
1.18
Beta – 3 Years
1.19
1.05
Sharpe Ratio – 1 Year
0.81
0.68
Sharpe Ratio – 3 Years
0.90
0.39
Worst Rolling Year
22.93%
9.17%
Value at Worst Rolling Year
₹1.23 Cr
₹1.09 Cr
Deepest Drawdown
−20.36%
−24.97%
Recovery Period
122 days
470 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
22.65%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
S 93%
Number of Stocks
—
28
Portfolio P/E
—
21.42
Top 5 Holdings
—
—
Top Sectors
—
Capital Goods · 32.17%
Chemicals · 16.27%
Automobile and Auto Components · 16.12%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%