Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs ICICI Prudential- Rising Stars Strategy
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
ICICI Prudential- Rising Stars 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%
−6.06%
6 Months
21.32%
14.81%
1 Year
24.13%
—
3 Years
24.49%
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5 Years
—
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Since Inception
27.33%
6.62%
Fund Age
4 yrs 10 mo
7 mo
AUM
₹3,911.89 Cr
₹376.54 Cr
Alpha – 1 Year
19.41%
—
Alpha – 3 Years
12.41%
—
Information Ratio – 3 Years
1.08
—
Volatility – 1 Year
23.48%
—
Volatility – 3 Years
21.23%
—
Beta – 1 Year
1.26
—
Beta – 3 Years
1.19
—
Sharpe Ratio – 1 Year
0.81
—
Sharpe Ratio – 3 Years
0.90
—
Worst Rolling Year
22.93%
—
Value at Worst Rolling Year
₹1.23 Cr
—
Deepest Drawdown
−20.36%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.10%
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5-Year Rolling Windows Positive
—
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Market-Cap Mix
—
L 2% · M 28% · S 68%
Number of Stocks
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33
Portfolio P/E
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Top 5 Holdings
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FSN E-Commerce Ventures Ltd · 4.92%
Indo Count Industries Ltd · 4.91%
Honasa Consumer Ltd · 4.71%
Vijaya Diagnostic Centre Ltd · 4.65%
National Aluminium Company Ltd · 4.11%
Top Sectors
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Financial Services · 17.61%
Capital Goods · 12.59%
Automobile and Auto Components · 11.41%
Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
—
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