Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Nine Rivers Capital - Aurum Small Cap Opportunities
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%
−0.59%
6 Months
21.32%
18.29%
1 Year
24.13%
5.81%
3 Years
24.49%
7.48%
5 Years
—
14.52%
Since Inception
27.33%
24.60%
Fund Age
4 yrs 10 mo
13 yrs 8 mo
AUM
₹3,911.89 Cr
₹708.2 Cr
Alpha – 1 Year
19.41%
1.09%
Alpha – 3 Years
12.41%
−4.61%
Information Ratio – 3 Years
1.08
-0.16
Volatility – 1 Year
23.48%
29.19%
Volatility – 3 Years
21.23%
22.60%
Beta – 1 Year
1.26
1.53
Beta – 3 Years
1.19
1.17
Sharpe Ratio – 1 Year
0.81
0.14
Sharpe Ratio – 3 Years
0.90
0.29
Worst Rolling Year
22.93%
-18.85%
Value at Worst Rolling Year
₹1.23 Cr
₹0.81 Cr
Deepest Drawdown
−20.36%
−30.22%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
29.10%
23.06%
5-Year Rolling Windows Positive
—
96.19%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%