Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Ksema - Alpha
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%
1.08%
6 Months
21.32%
1.74%
1 Year
24.13%
10.49%
3 Years
24.49%
12.80%
5 Years
—
12.91%
Since Inception
27.33%
15.37%
Fund Age
4 yrs 10 mo
7 yrs 7 mo
AUM
₹3,911.89 Cr
₹15.96 Cr
Alpha – 1 Year
19.41%
10.84%
Alpha – 3 Years
12.41%
3.80%
Information Ratio – 3 Years
1.08
0.47
Volatility – 1 Year
23.48%
19.22%
Volatility – 3 Years
21.23%
17.53%
Beta – 1 Year
1.26
1.18
Beta – 3 Years
1.19
1.15
Sharpe Ratio – 1 Year
0.81
0.34
Sharpe Ratio – 3 Years
0.90
0.48
Worst Rolling Year
22.93%
12.46%
Value at Worst Rolling Year
₹1.23 Cr
₹1.12 Cr
Deepest Drawdown
−20.36%
−19.38%
Recovery Period
122 days
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
18.63%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 64% · M 15% · S 21%
Number of Stocks
—
38
Portfolio P/E
—
24.65
Top 5 Holdings
—
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
—
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%