Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
InCred Capital - Multicap PMS
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%
6.10%
6 Months
21.32%
8.11%
1 Year
24.13%
−2.73%
3 Years
24.49%
11.42%
5 Years
—
12.09%
Since Inception
27.33%
13.75%
Fund Age
4 yrs 10 mo
5 yrs 5 mo
AUM
₹3,911.89 Cr
₹205.48 Cr
Alpha – 1 Year
19.41%
−5.71%
Alpha – 3 Years
12.41%
−0.47%
Information Ratio – 3 Years
1.08
-0.07
Volatility – 1 Year
23.48%
23.93%
Volatility – 3 Years
21.23%
22.69%
Beta – 1 Year
1.26
1.24
Beta – 3 Years
1.19
1.17
Sharpe Ratio – 1 Year
0.81
-0.23
Sharpe Ratio – 3 Years
0.90
0.35
Worst Rolling Year
22.93%
11.05%
Value at Worst Rolling Year
₹1.23 Cr
₹1.11 Cr
Deepest Drawdown
−20.36%
−29.75%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
21.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 28% · M 36% · S 34%
Number of Stocks
—
29
Portfolio P/E
—
46.19
Top 5 Holdings
—
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
—
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%