Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
MOAT - Moderate Compounders
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%
2.75%
6 Months
21.32%
8.17%
1 Year
24.13%
3.28%
3 Years
24.49%
8.41%
5 Years
—
12.53%
Since Inception
27.33%
11.01%
Fund Age
4 yrs 10 mo
12 yrs 9 mo
AUM
₹3,911.89 Cr
₹16.57 Cr
Alpha – 1 Year
19.41%
−1.44%
Alpha – 3 Years
12.41%
−3.68%
Information Ratio – 3 Years
1.08
-0.32
Volatility – 1 Year
23.48%
20.74%
Volatility – 3 Years
21.23%
17.91%
Beta – 1 Year
1.26
1.13
Beta – 3 Years
1.19
1.09
Sharpe Ratio – 1 Year
0.81
0.00
Sharpe Ratio – 3 Years
0.90
0.32
Worst Rolling Year
22.93%
-16.89%
Value at Worst Rolling Year
₹1.23 Cr
₹0.83 Cr
Deepest Drawdown
−20.36%
−28.21%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
29.10%
13.43%
5-Year Rolling Windows Positive
—
88.30%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%