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CARNELIAN BESPOKE STRATEGY vs HDFC India Ascent Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
HDFC India Ascent Portfolio - DPMS
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%
−1.07%
6 Months
21.32%
1.78%
1 Year
24.13%
5.40%
3 Years
24.49%
8.85%
5 Years
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Since Inception
27.33%
10.06%
Fund Age
4 yrs 10 mo
3 yrs 2 mo
AUM
₹3,911.89 Cr
₹6 Cr
Alpha – 1 Year
19.41%
0.68%
Alpha – 3 Years
12.41%
−3.24%
Information Ratio – 3 Years
1.08
-0.36
Volatility – 1 Year
23.48%
19.91%
Volatility – 3 Years
21.23%
17.03%
Beta – 1 Year
1.26
1.12
Beta – 3 Years
1.19
1.05
Sharpe Ratio – 1 Year
0.81
0.09
Sharpe Ratio – 3 Years
0.90
0.27
Worst Rolling Year
22.93%
8.77%
Value at Worst Rolling Year
₹1.23 Cr
₹1.09 Cr
Deepest Drawdown
−20.36%
−18.84%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
10.14%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Fixed Fee
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1.50% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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