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CARNELIAN BESPOKE STRATEGY vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
21.32%
2.04%
1 Year
24.13%
13.04%
3 Years
24.49%
15.74%
5 Years
—
14.15%
Since Inception
27.33%
15.13%
Fund Age
4 yrs 10 mo
14 yrs 1 mo
AUM
₹3,911.89 Cr
₹850.7 Cr
Alpha – 1 Year
19.41%
13.39%
Alpha – 3 Years
12.41%
6.74%
Information Ratio – 3 Years
1.08
1.02
Volatility – 1 Year
23.48%
18.01%
Volatility – 3 Years
21.23%
15.42%
Beta – 1 Year
1.26
1.04
Beta – 3 Years
1.19
0.99
Sharpe Ratio – 1 Year
0.81
0.48
Sharpe Ratio – 3 Years
0.90
0.76
Worst Rolling Year
22.93%
-19.06%
Value at Worst Rolling Year
₹1.23 Cr
₹0.81 Cr
Deepest Drawdown
−20.36%
−15.54%
Recovery Period
122 days
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
29.10%
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
—
L 53% · M 28% · S 13%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%