Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Karma Capital Magnolia
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Karma Capital Magnolia
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%
0.10%
6 Months
21.32%
8.00%
1 Year
24.13%
6.50%
3 Years
24.49%
11.40%
5 Years
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Since Inception
27.33%
13.00%
Fund Age
4 yrs 10 mo
3 yrs 6 mo
AUM
₹3,911.89 Cr
₹9.42 Cr
Alpha – 1 Year
19.41%
1.80%
Alpha – 3 Years
12.41%
−0.70%
Information Ratio – 3 Years
1.08
-0.20
Volatility – 1 Year
23.48%
21.60%
Volatility – 3 Years
21.23%
16.09%
Beta – 1 Year
1.26
1.19
Beta – 3 Years
1.19
0.99
Sharpe Ratio – 1 Year
0.81
0.17
Sharpe Ratio – 3 Years
0.90
0.37
Worst Rolling Year
22.93%
8.82%
Value at Worst Rolling Year
₹1.23 Cr
₹1.09 Cr
Deepest Drawdown
−20.36%
−17.53%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
13.10%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 51% · M 15% · S 33%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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ICICI Bank Ltd · 5.80%
Bajaj Finance Ltd · 5.80%
Cholamandalam Investment & Finance Company Ltd · 5.10%
HDFC Bank Ltd · 4.90%
Piramal Finance Ltd · 4.60%
Top Sectors
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Fixed Fee
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2.00% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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0.1% / – / 0%