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CARNELIAN BESPOKE STRATEGY vs Fortuna Two: Inflation Protect Approach

CARNELIAN BESPOKE STRATEGY

Fortuna Two: Inflation Protect Approach

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Growth of ₹1 Crore

CARNELIAN BESPOKE STRATEGY

Fortuna Two: Inflation Protect Approach

Return for the risk

3 yrs return

10%

15%

20%

25%

30%

Nifty 500 · 12.1%

CARNELIAN BESPOKE STRATEGY

24.5% • vol 21.2%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

4.88%

0.55%

6 Months

21.32%

4.27%

1 Year

24.13%

8.31%

3 Years

24.49%

—

5 Years

—

Since Inception

27.33%

8.33%

Fund Age

4 yrs 10 mo

2 yrs 9 mo

AUM

₹3,911.89 Cr

₹7.58 Cr

Alpha – 1 Year

19.41%

3.11%

Alpha – 3 Years

12.41%

—

Information Ratio – 3 Years

1.08

—

Volatility – 1 Year

23.48%

1.63%

Volatility – 3 Years

21.23%

—

Beta – 1 Year

1.26

—

Beta – 3 Years

1.19

—

Sharpe Ratio – 1 Year

0.81

1.73

Sharpe Ratio – 3 Years

0.90

—

Worst Rolling Year

22.93%

—

Value at Worst Rolling Year

₹1.23 Cr

—

Deepest Drawdown

−20.36%

—

Recovery Period

122 days

—

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

29.10%

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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