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CARNELIAN BESPOKE STRATEGY vs Polaris Human Plus Machine Converged Equity Strategy

CARNELIAN BESPOKE STRATEGY

Polaris Human Plus Machine Converged Equity Strategy

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Growth of ₹1 Crore

CARNELIAN BESPOKE STRATEGY

Polaris Human Plus Machine Converged Equity Strategy

Return for the risk

3 yrs return

10%

15%

20%

25%

30%

Nifty 500 · 12.1%

CARNELIAN BESPOKE STRATEGY

24.5% • vol 21.2%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

4.88%

9.44%

6 Months

21.32%

2.42%

1 Year

24.13%

1.29%

3 Years

24.49%

—

5 Years

—

Since Inception

27.33%

23.68%

Fund Age

4 yrs 10 mo

4 mo

AUM

₹3,911.89 Cr

₹2.91 Cr

Alpha – 1 Year

19.41%

0.33%

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

—

M 5% · S 92%

Number of Stocks

—

Portfolio P/E

—

67.46

Top 5 Holdings

—

Shilpa Medicare Ltd · 11.42%

Cash & Cash Equivalent · 7.83%

Himadri Speciality Chemical Ltd · 7.42%

Sheela Foam Ltd · 6.84%

Rubicon Research Ltd · 6.78%

Top Sectors

—

Healthcare · 31.15%

Capital Goods · 20.12%

Chemicals · 13.97%

Fixed Fee

—

0.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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