Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.88%
−5.12%
6 Months
21.32%
10.94%
1 Year
24.13%
14.16%
3 Years
24.49%
7.74%
5 Years
—
3.22%
Since Inception
27.33%
10.15%
Fund Age
4 yrs 10 mo
7 yrs 2 mo
AUM
₹3,911.89 Cr
₹34.95 Cr
Alpha – 1 Year
19.41%
14.51%
Alpha – 3 Years
12.41%
−1.26%
Information Ratio – 3 Years
1.08
-0.10
Volatility – 1 Year
23.48%
25.75%
Volatility – 3 Years
21.23%
17.58%
Beta – 1 Year
1.26
1.43
Beta – 3 Years
1.19
1.06
Sharpe Ratio – 1 Year
0.81
0.43
Sharpe Ratio – 3 Years
0.90
0.21
Worst Rolling Year
22.93%
-2.37%
Value at Worst Rolling Year
₹1.23 Cr
₹0.98 Cr
Deepest Drawdown
−20.36%
−19.75%
Recovery Period
122 days
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
29.10%
9.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 41% · M 32% · S 26%
Number of Stocks
—
19
Portfolio P/E
—
40.21
Top 5 Holdings
—
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
—
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
2% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%