Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Fyers Genesis Fund
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Fyers Genesis 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%
1.54%
6 Months
21.32%
6.09%
1 Year
24.13%
5.87%
3 Years
24.49%
—
5 Years
—
—
Since Inception
27.33%
3.02%
Fund Age
4 yrs 10 mo
1 yr 11 mo
AUM
₹3,911.89 Cr
₹16.43 Cr
Alpha – 1 Year
19.41%
1.15%
Alpha – 3 Years
12.41%
—
Information Ratio – 3 Years
1.08
—
Volatility – 1 Year
23.48%
19.36%
Volatility – 3 Years
21.23%
—
Beta – 1 Year
1.26
1.09
Beta – 3 Years
1.19
—
Sharpe Ratio – 1 Year
0.81
0.11
Sharpe Ratio – 3 Years
0.90
—
Worst Rolling Year
22.93%
—
Value at Worst Rolling Year
₹1.23 Cr
—
Deepest Drawdown
−20.36%
−18.63%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.10%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 20% · S 76%
Number of Stocks
—
24
Portfolio P/E
—
25.89
Top 5 Holdings
—
Privi Speciality Chemicals Ltd · 8.72%
Carysil Ltd · 8.46%
Jindal Stainless Ltd · 8.46%
APL Apollo Tubes Ltd · 8.46%
K P R Mill Ltd · 8.45%
Top Sectors
—
Fast Moving Consumer Goods · 13.15%
Financial Services · 6.90%
Information Technology · 6.11%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%