Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Phillip Capital - Signature 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%
3.08%
6 Months
21.32%
14.24%
1 Year
24.13%
9.21%
3 Years
24.49%
8.31%
5 Years
—
7.74%
Since Inception
27.33%
11.80%
Fund Age
4 yrs 10 mo
10 yrs 3 mo
AUM
₹3,911.89 Cr
₹251.07 Cr
Alpha – 1 Year
19.41%
4.51%
Alpha – 3 Years
12.41%
−2.91%
Information Ratio – 3 Years
1.08
-0.50
Volatility – 1 Year
23.48%
21.09%
Volatility – 3 Years
21.23%
15.86%
Beta – 1 Year
1.26
1.13
Beta – 3 Years
1.19
0.93
Sharpe Ratio – 1 Year
0.81
0.27
Sharpe Ratio – 3 Years
0.90
0.26
Worst Rolling Year
22.93%
-3.45%
Value at Worst Rolling Year
₹1.23 Cr
₹0.97 Cr
Deepest Drawdown
−20.36%
−19.63%
Recovery Period
122 days
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
29.10%
11.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 30% · M 32% · S 34%
Number of Stocks
—
28
Portfolio P/E
—
55.43
Top 5 Holdings
—
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
—
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%