Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Pace - Flexi
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Pace - Flexi
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.88%
0.57%
6 Months
21.32%
3.80%
1 Year
24.13%
20.95%
3 Years
24.49%
16.43%
5 Years
—
15.76%
Since Inception
27.33%
14.79%
Fund Age
4 yrs 10 mo
5 yrs 8 mo
AUM
₹3,911.89 Cr
₹116.87 Cr
Alpha – 1 Year
19.41%
13.41%
Alpha – 3 Years
12.41%
5.18%
Information Ratio – 3 Years
1.08
0.32
Volatility – 1 Year
23.48%
9.08%
Volatility – 3 Years
21.23%
12.28%
Beta – 1 Year
1.26
0.54
Beta – 3 Years
1.19
0.90
Sharpe Ratio – 1 Year
0.81
1.56
Sharpe Ratio – 3 Years
0.90
0.88
Worst Rolling Year
22.93%
10.68%
Value at Worst Rolling Year
₹1.23 Cr
₹1.11 Cr
Deepest Drawdown
−20.36%
−18.39%
Recovery Period
122 days
200 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
16.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%