Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Master Trust India Growth Strategy
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%
5.45%
6 Months
21.32%
16.85%
1 Year
24.13%
9.30%
3 Years
24.49%
14.05%
5 Years
—
14.30%
Since Inception
27.33%
24.29%
Fund Age
4 yrs 10 mo
14 yrs 10 mo
AUM
₹3,911.89 Cr
₹372.24 Cr
Alpha – 1 Year
19.41%
4.58%
Alpha – 3 Years
12.41%
1.97%
Information Ratio – 3 Years
1.08
0.33
Volatility – 1 Year
23.48%
21.18%
Volatility – 3 Years
21.23%
20.18%
Beta – 1 Year
1.26
1.04
Beta – 3 Years
1.19
1.12
Sharpe Ratio – 1 Year
0.81
0.27
Sharpe Ratio – 3 Years
0.90
0.49
Worst Rolling Year
22.93%
-10.46%
Value at Worst Rolling Year
₹1.23 Cr
₹0.90 Cr
Deepest Drawdown
−20.36%
−23.77%
Recovery Period
122 days
99 days
1-Year Rolling Windows Positive
100.00%
93.61%
Median Rolling Year
29.10%
27.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
—
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1.5% / 0.5%