Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
JM Financial - Focus
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%
1.03%
6 Months
21.32%
6.82%
1 Year
24.13%
3.42%
3 Years
24.49%
13.55%
5 Years
—
9.47%
Since Inception
27.33%
15.08%
Fund Age
4 yrs 10 mo
13 yrs 9 mo
AUM
₹3,911.89 Cr
₹319.05 Cr
Alpha – 1 Year
19.41%
0.44%
Alpha – 3 Years
12.41%
1.66%
Information Ratio – 3 Years
1.08
0.24
Volatility – 1 Year
23.48%
13.79%
Volatility – 3 Years
21.23%
15.92%
Beta – 1 Year
1.26
0.75
Beta – 3 Years
1.19
0.91
Sharpe Ratio – 1 Year
0.81
-0.08
Sharpe Ratio – 3 Years
0.90
0.53
Worst Rolling Year
22.93%
—
Value at Worst Rolling Year
₹1.23 Cr
—
Deepest Drawdown
−20.36%
−20.24%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.10%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 63% · M 12% · S 18%
Number of Stocks
—
49
Portfolio P/E
—
33.08
Top 5 Holdings
—
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
—
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%