Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
HSBC India Next Portfolio
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%
0.12%
6 Months
21.32%
7.25%
1 Year
24.13%
6.76%
3 Years
24.49%
11.27%
5 Years
—
11.24%
Since Inception
27.33%
13.42%
Fund Age
4 yrs 10 mo
5 yrs 6 mo
AUM
₹3,911.89 Cr
₹440.57 Cr
Alpha – 1 Year
19.41%
2.04%
Alpha – 3 Years
12.41%
−0.82%
Information Ratio – 3 Years
1.08
-0.13
Volatility – 1 Year
23.48%
18.95%
Volatility – 3 Years
21.23%
15.52%
Beta – 1 Year
1.26
1.06
Beta – 3 Years
1.19
0.94
Sharpe Ratio – 1 Year
0.81
0.16
Sharpe Ratio – 3 Years
0.90
0.43
Worst Rolling Year
22.93%
10.24%
Value at Worst Rolling Year
₹1.23 Cr
₹1.10 Cr
Deepest Drawdown
−20.36%
−18.28%
Recovery Period
122 days
489 days
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
—
L 43% · M 35% · S 19%
Number of Stocks
—
28
Portfolio P/E
—
42.47
Top 5 Holdings
—
SPR Auto Technologies Ltd · 6.28%
State Bank of India · 6.00%
Titan Company Ltd · 5.31%
Phoenix Mills Ltd · 4.92%
Indian Hotels Co Ltd · 4.62%
Top Sectors
—
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%