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CARNELIAN BESPOKE STRATEGY vs Prabhudas Lilladher - Multi Asset Dynamic Portfolio
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Prabhudas Lilladher - Multi Asset Dynamic Portfolio
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%
3.56%
6 Months
21.32%
13.29%
1 Year
24.13%
22.10%
3 Years
24.49%
16.73%
5 Years
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Since Inception
27.33%
10.99%
Fund Age
4 yrs 10 mo
4 yrs 7 mo
AUM
₹3,911.89 Cr
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Alpha – 1 Year
19.41%
12.64%
Alpha – 3 Years
12.41%
3.66%
Information Ratio – 3 Years
1.08
0.36
Volatility – 1 Year
23.48%
7.16%
Volatility – 3 Years
21.23%
7.82%
Beta – 1 Year
1.26
0.41
Beta – 3 Years
1.19
0.88
Sharpe Ratio – 1 Year
0.81
2.07
Sharpe Ratio – 3 Years
0.90
1.32
Worst Rolling Year
22.93%
7.73%
Value at Worst Rolling Year
₹1.23 Cr
₹1.08 Cr
Deepest Drawdown
−20.36%
−13.81%
Recovery Period
122 days
101 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
12.06%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Fixed Fee
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2.50% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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3% / 2% / 1%