Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Invesco - Challengers
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%
1.41%
6 Months
21.32%
13.18%
1 Year
24.13%
2.91%
3 Years
24.49%
14.27%
5 Years
—
—
Since Inception
27.33%
11.83%
Fund Age
4 yrs 10 mo
4 yrs 11 mo
AUM
₹3,911.89 Cr
₹31.01 Cr
Alpha – 1 Year
19.41%
−1.81%
Alpha – 3 Years
12.41%
2.18%
Information Ratio – 3 Years
1.08
0.24
Volatility – 1 Year
23.48%
18.67%
Volatility – 3 Years
21.23%
17.11%
Beta – 1 Year
1.26
0.97
Beta – 3 Years
1.19
0.95
Sharpe Ratio – 1 Year
0.81
-0.04
Sharpe Ratio – 3 Years
0.90
0.56
Worst Rolling Year
22.93%
12.64%
Value at Worst Rolling Year
₹1.23 Cr
₹1.13 Cr
Deepest Drawdown
−20.36%
−24.73%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
17.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 37% · M 30% · S 33%
Number of Stocks
—
26
Portfolio P/E
—
54.84
Top 5 Holdings
—
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
—
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—