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CARNELIAN BESPOKE STRATEGY vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
21.32%
2.17%
1 Year
24.13%
7.07%
3 Years
24.49%
15.12%
5 Years
—
—
Since Inception
27.33%
19.80%
Fund Age
4 yrs 10 mo
7 yrs 3 mo
AUM
₹3,911.89 Cr
₹7.19 Cr
Alpha – 1 Year
19.41%
7.50%
Alpha – 3 Years
12.41%
6.56%
Information Ratio – 3 Years
1.08
1.22
Volatility – 1 Year
23.48%
19.38%
Volatility – 3 Years
21.23%
16.31%
Beta – 1 Year
1.26
1.18
Beta – 3 Years
1.19
1.13
Sharpe Ratio – 1 Year
0.81
0.17
Sharpe Ratio – 3 Years
0.90
0.62
Worst Rolling Year
22.93%
14.31%
Value at Worst Rolling Year
₹1.23 Cr
₹1.14 Cr
Deepest Drawdown
−20.36%
−17.66%
Recovery Period
122 days
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
16.29%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 73% · M 25%
Number of Stocks
—
100
Portfolio P/E
—
27.01
Top 5 Holdings
—
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / –