Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs ICICI Prudential PMS Growth Leaders Strategy
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
ICICI Prudential PMS Growth Leaders Strategy
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%
2.13%
6 Months
21.32%
4.45%
1 Year
24.13%
9.07%
3 Years
24.49%
17.41%
5 Years
—
13.90%
Since Inception
27.33%
12.23%
Fund Age
4 yrs 10 mo
25 yrs 8 mo
AUM
₹3,911.89 Cr
₹1,659.64 Cr
Alpha – 1 Year
19.41%
4.35%
Alpha – 3 Years
12.41%
5.32%
Information Ratio – 3 Years
1.08
1.35
Volatility – 1 Year
23.48%
16.92%
Volatility – 3 Years
21.23%
15.61%
Beta – 1 Year
1.26
0.95
Beta – 3 Years
1.19
0.99
Sharpe Ratio – 1 Year
0.81
0.28
Sharpe Ratio – 3 Years
0.90
0.78
Worst Rolling Year
22.93%
-11.28%
Value at Worst Rolling Year
₹1.23 Cr
₹0.89 Cr
Deepest Drawdown
−20.36%
−20.82%
Recovery Period
122 days
521 days
1-Year Rolling Windows Positive
100.00%
89.60%
Median Rolling Year
29.10%
15.37%
5-Year Rolling Windows Positive
—
93.68%
Market-Cap Mix
—
L 58% · M 17% · S 24%
Number of Stocks
—
37
Portfolio P/E
—
28.58
Top 5 Holdings
—
ICICI Bank Ltd · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%