Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Pace - Secure
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%
−0.11%
6 Months
21.32%
2.89%
1 Year
24.13%
7.86%
3 Years
24.49%
10.62%
5 Years
—
10.19%
Since Inception
27.33%
9.46%
Fund Age
4 yrs 10 mo
5 yrs 7 mo
AUM
₹3,911.89 Cr
₹158.06 Cr
Alpha – 1 Year
19.41%
−1.70%
Alpha – 3 Years
12.41%
0.86%
Information Ratio – 3 Years
1.08
0.37
Volatility – 1 Year
23.48%
1.80%
Volatility – 3 Years
21.23%
3.43%
Beta – 1 Year
1.26
0.81
Beta – 3 Years
1.19
0.63
Sharpe Ratio – 1 Year
0.81
1.30
Sharpe Ratio – 3 Years
0.90
1.53
Worst Rolling Year
22.93%
8.14%
Value at Worst Rolling Year
₹1.23 Cr
₹1.08 Cr
Deepest Drawdown
−20.36%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
11.61%
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%