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CARNELIAN BESPOKE STRATEGY vs Kotak Pioneer Model Strategy Moderate
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Kotak Pioneer Model Strategy Moderate
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%
1.38%
6 Months
21.32%
−0.96%
1 Year
24.13%
13.47%
3 Years
24.49%
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5 Years
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Since Inception
27.33%
13.04%
Fund Age
4 yrs 10 mo
4 yrs 1 mo
AUM
₹3,911.89 Cr
₹8.03 Cr
Alpha – 1 Year
19.41%
6.76%
Alpha – 3 Years
12.41%
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Information Ratio – 3 Years
1.08
0.20
Volatility – 1 Year
23.48%
13.65%
Volatility – 3 Years
21.23%
9.67%
Beta – 1 Year
1.26
1.23
Beta – 3 Years
1.19
1.06
Sharpe Ratio – 1 Year
0.81
0.60
Sharpe Ratio – 3 Years
0.90
0.77
Worst Rolling Year
22.93%
11.57%
Value at Worst Rolling Year
₹1.23 Cr
₹1.12 Cr
Deepest Drawdown
−20.36%
−12.95%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
13.65%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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HDFC Flexi Cap Fund - Direct (G) · 15.10%
Kotak Flexi Cap Fund - Direct (G) · 13.59%
HDFC Ultra Short to Short Term Fund - Direct (G) · 11.63%
ICICI Pru Ultra Short to Short Term Fund - Direct (G) · 7.75%
Kotak Active Momentum Fund - Direct (G) · 7.39%
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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1% / – / –