Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Incred Active Momentum 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%
2.70%
6 Months
21.32%
4.80%
1 Year
24.13%
0.40%
3 Years
24.49%
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5 Years
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Since Inception
27.33%
2.40%
Fund Age
4 yrs 10 mo
17 mo
AUM
₹3,911.89 Cr
₹16.3 Cr
Alpha – 1 Year
19.41%
−2.60%
Alpha – 3 Years
12.41%
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Information Ratio – 3 Years
1.08
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Volatility – 1 Year
23.48%
17.55%
Volatility – 3 Years
21.23%
—
Beta – 1 Year
1.26
0.97
Beta – 3 Years
1.19
—
Sharpe Ratio – 1 Year
0.81
-0.19
Sharpe Ratio – 3 Years
0.90
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Worst Rolling Year
22.93%
—
Value at Worst Rolling Year
₹1.23 Cr
—
Deepest Drawdown
−20.36%
−14.81%
Recovery Period
122 days
Not yet recovered
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
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L 61% · M 36%
Number of Stocks
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25
Portfolio P/E
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33.22
Top 5 Holdings
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Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
—
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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