Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Geojit - Dakshin Portfolio
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CARNELIAN BESPOKE STRATEGY
Geojit - Dakshin Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.88%
5.71%
6 Months
21.32%
14.23%
1 Year
24.13%
3.21%
3 Years
24.49%
5.69%
5 Years
—
7.11%
Since Inception
27.33%
10.49%
Fund Age
4 yrs 10 mo
7 yrs 5 mo
AUM
₹3,911.89 Cr
₹42.11 Cr
Alpha – 1 Year
19.41%
−1.51%
Alpha – 3 Years
12.41%
−6.40%
Information Ratio – 3 Years
1.08
-0.66
Volatility – 1 Year
23.48%
23.23%
Volatility – 3 Years
21.23%
20.09%
Beta – 1 Year
1.26
1.19
Beta – 3 Years
1.19
1.14
Sharpe Ratio – 1 Year
0.81
0.01
Sharpe Ratio – 3 Years
0.90
0.09
Worst Rolling Year
22.93%
3.79%
Value at Worst Rolling Year
₹1.23 Cr
₹1.04 Cr
Deepest Drawdown
−20.36%
−36.06%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
15.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
M 7% · S 91%
Number of Stocks
—
25
Portfolio P/E
—
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Top 5 Holdings
—
Pricol Ltd · 4.74%
Sundram Fasteners Ltd · 4.48%
Tanla Platforms Ltd · 4.37%
Star Health & Allied Insurance Company Ltd · 4.34%
KFin Technologies Ltd · 4.26%
Top Sectors
—
Information Technology · 18.94%
Healthcare · 15.45%
Capital Goods · 14.67%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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