Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.88%
0.50%
6 Months
21.32%
2.02%
1 Year
24.13%
0.60%
3 Years
24.49%
8.21%
5 Years
—
5.75%
Since Inception
27.33%
9.73%
Fund Age
4 yrs 10 mo
6 yrs
AUM
₹3,911.89 Cr
₹128.19 Cr
Alpha – 1 Year
19.41%
1.03%
Alpha – 3 Years
12.41%
−0.36%
Information Ratio – 3 Years
1.08
0.12
Volatility – 1 Year
23.48%
19.24%
Volatility – 3 Years
21.23%
14.76%
Beta – 1 Year
1.26
1.13
Beta – 3 Years
1.19
0.95
Sharpe Ratio – 1 Year
0.81
-0.16
Sharpe Ratio – 3 Years
0.90
0.24
Worst Rolling Year
22.93%
0.20%
Value at Worst Rolling Year
₹1.23 Cr
₹1.00 Cr
Deepest Drawdown
−20.36%
−18.72%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
29.10%
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 47% · M 42% · S 11%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%