Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Omni Rail and Mobility
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Omni Rail and Mobility
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%
−3.04%
6 Months
21.32%
−1.01%
1 Year
24.13%
—
3 Years
24.49%
—
5 Years
—
—
Since Inception
27.33%
−9.80%
Fund Age
4 yrs 10 mo
8 mo
AUM
₹3,911.89 Cr
₹0.5 Cr
Alpha – 1 Year
19.41%
—
Alpha – 3 Years
12.41%
—
Information Ratio – 3 Years
1.08
—
Volatility – 1 Year
23.48%
—
Volatility – 3 Years
21.23%
—
Beta – 1 Year
1.26
—
Beta – 3 Years
1.19
—
Sharpe Ratio – 1 Year
0.81
—
Sharpe Ratio – 3 Years
0.90
—
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
—
L 17% · M 17% · S 66%
Number of Stocks
—
27
Portfolio P/E
—
18.50
Top 5 Holdings
—
Transport Corporation of India Ltd · 3.45%
Power Mech Projects Ltd · 3.45%
Ahluwalia Contracts (India) Ltd · 3.45%
Indian Railway Finance Corporation Ltd · 3.45%
Kalpataru Projects International Ltd · 3.45%
Top Sectors
—
Construction · 34.48%
Services · 17.24%
Capital Goods · 13.80%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%