Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
21.32%
8.08%
1 Year
24.13%
10.16%
3 Years
24.49%
15.60%
5 Years
—
—
Since Inception
27.33%
19.84%
Fund Age
4 yrs 10 mo
6 yrs 11 mo
AUM
₹3,911.89 Cr
₹3.18 Cr
Alpha – 1 Year
19.41%
7.18%
Alpha – 3 Years
12.41%
3.72%
Information Ratio – 3 Years
1.08
0.60
Volatility – 1 Year
23.48%
19.93%
Volatility – 3 Years
21.23%
18.09%
Beta – 1 Year
1.26
1.12
Beta – 3 Years
1.19
1.14
Sharpe Ratio – 1 Year
0.81
0.31
Sharpe Ratio – 3 Years
0.90
0.60
Worst Rolling Year
22.93%
14.68%
Value at Worst Rolling Year
₹1.23 Cr
₹1.15 Cr
Deepest Drawdown
−20.36%
−19.38%
Recovery Period
122 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
Top 5 Holdings
—
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / –