Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Himalaya - EverFlow India Opportunities
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%
2.85%
6 Months
21.32%
22.81%
1 Year
24.13%
15.74%
3 Years
24.49%
19.34%
5 Years
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Since Inception
27.33%
24.49%
Fund Age
4 yrs 10 mo
3 yrs 3 mo
AUM
₹3,911.89 Cr
₹446.96 Cr
Alpha – 1 Year
19.41%
11.02%
Alpha – 3 Years
12.41%
7.25%
Information Ratio – 3 Years
1.08
0.86
Volatility – 1 Year
23.48%
23.09%
Volatility – 3 Years
21.23%
17.79%
Beta – 1 Year
1.26
1.11
Beta – 3 Years
1.19
0.93
Sharpe Ratio – 1 Year
0.81
0.51
Sharpe Ratio – 3 Years
0.90
0.79
Worst Rolling Year
22.93%
19.32%
Value at Worst Rolling Year
₹1.23 Cr
₹1.19 Cr
Deepest Drawdown
−20.36%
−18.72%
Recovery Period
122 days
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
21.74%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 19% · S 80%
Number of Stocks
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30
Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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