Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Money Life - Mas Growth
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Money Life - Mas Growth
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%
2.70%
6 Months
21.32%
18.50%
1 Year
24.13%
9.19%
3 Years
24.49%
14.83%
5 Years
—
14.00%
Since Inception
27.33%
21.97%
Fund Age
4 yrs 10 mo
6 yrs 10 mo
AUM
₹3,911.89 Cr
₹147.62 Cr
Alpha – 1 Year
19.41%
9.54%
Alpha – 3 Years
12.41%
5.83%
Information Ratio – 3 Years
1.08
0.34
Volatility – 1 Year
23.48%
19.11%
Volatility – 3 Years
21.23%
21.05%
Beta – 1 Year
1.26
0.83
Beta – 3 Years
1.19
0.91
Sharpe Ratio – 1 Year
0.81
0.27
Sharpe Ratio – 3 Years
0.90
0.51
Worst Rolling Year
22.93%
—
Value at Worst Rolling Year
₹1.23 Cr
—
Deepest Drawdown
−20.36%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.10%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%