Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
NMR 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%
5.30%
6 Months
21.32%
39.16%
1 Year
24.13%
20.20%
3 Years
24.49%
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5 Years
—
—
Since Inception
27.33%
17.87%
Fund Age
4 yrs 10 mo
19 mo
AUM
₹3,911.89 Cr
₹82.38 Cr
Alpha – 1 Year
19.41%
15.48%
Alpha – 3 Years
12.41%
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Information Ratio – 3 Years
1.08
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Volatility – 1 Year
23.48%
34.86%
Volatility – 3 Years
21.23%
—
Beta – 1 Year
1.26
1.65
Beta – 3 Years
1.19
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Sharpe Ratio – 1 Year
0.81
0.53
Sharpe Ratio – 3 Years
0.90
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Worst Rolling Year
22.93%
—
Value at Worst Rolling Year
₹1.23 Cr
—
Deepest Drawdown
−20.36%
−24.64%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.10%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
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Fixed Fee
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2.00% / yr
Performance Fee / Plan
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Variable Plan
Exit Load (Y1 / Y2 / Y3)
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