Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Nuvama Equities eXpansion Target
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%
2.94%
6 Months
21.32%
19.15%
1 Year
24.13%
14.85%
3 Years
24.49%
14.64%
5 Years
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Since Inception
27.33%
15.52%
Fund Age
4 yrs 10 mo
3 yrs 3 mo
AUM
₹3,911.89 Cr
₹213.16 Cr
Alpha – 1 Year
19.41%
10.13%
Alpha – 3 Years
12.41%
2.55%
Information Ratio – 3 Years
1.08
0.17
Volatility – 1 Year
23.48%
28.62%
Volatility – 3 Years
21.23%
24.62%
Beta – 1 Year
1.26
1.48
Beta – 3 Years
1.19
1.33
Sharpe Ratio – 1 Year
0.81
0.43
Sharpe Ratio – 3 Years
0.90
0.46
Worst Rolling Year
22.93%
12.87%
Value at Worst Rolling Year
₹1.23 Cr
₹1.13 Cr
Deepest Drawdown
−20.36%
−26.40%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
15.08%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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33
Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Fixed Fee
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2.50% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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2% / 1% / 0%