Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Phillip Capital - Emerging India Portfolio
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%
3.88%
6 Months
21.32%
18.21%
1 Year
24.13%
11.44%
3 Years
24.49%
9.27%
5 Years
—
10.90%
Since Inception
27.33%
13.08%
Fund Age
4 yrs 10 mo
9 yrs
AUM
₹3,911.89 Cr
₹29.3 Cr
Alpha – 1 Year
19.41%
6.74%
Alpha – 3 Years
12.41%
−1.95%
Information Ratio – 3 Years
1.08
-0.21
Volatility – 1 Year
23.48%
23.26%
Volatility – 3 Years
21.23%
18.09%
Beta – 1 Year
1.26
1.21
Beta – 3 Years
1.19
0.98
Sharpe Ratio – 1 Year
0.81
0.35
Sharpe Ratio – 3 Years
0.90
0.32
Worst Rolling Year
22.93%
0.11%
Value at Worst Rolling Year
₹1.23 Cr
₹1.00 Cr
Deepest Drawdown
−20.36%
−21.53%
Recovery Period
122 days
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
29.10%
15.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 6% · M 32% · S 55%
Number of Stocks
—
23
Portfolio P/E
—
49.89
Top 5 Holdings
—
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
—
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%