Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Hem Securities - Dynamic Research and Emerging Asset
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Hem Securities - Dynamic Research and Emerging Asset
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%
2.22%
6 Months
21.32%
12.93%
1 Year
24.13%
12.12%
3 Years
24.49%
14.97%
5 Years
—
17.00%
Since Inception
27.33%
21.69%
Fund Age
4 yrs 10 mo
6 yrs 5 mo
AUM
₹3,911.89 Cr
₹192.25 Cr
Alpha – 1 Year
19.41%
8.36%
Alpha – 3 Years
12.41%
4.08%
Information Ratio – 3 Years
1.08
0.38
Volatility – 1 Year
23.48%
25.64%
Volatility – 3 Years
21.23%
21.98%
Beta – 1 Year
1.26
1.38
Beta – 3 Years
1.19
1.29
Sharpe Ratio – 1 Year
0.81
0.36
Sharpe Ratio – 3 Years
0.90
0.51
Worst Rolling Year
22.93%
14.19%
Value at Worst Rolling Year
₹1.23 Cr
₹1.14 Cr
Deepest Drawdown
−20.36%
−24.93%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
24.69%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Persistent Systems Ltd
Tata Consultancy Services Ltd
HCL Technologies Ltd
Central Depository Services (India) Ltd
MTAR Technologies Ltd
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%