Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
21.32%
19.55%
1 Year
24.13%
11.69%
3 Years
24.49%
15.46%
5 Years
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Since Inception
27.33%
23.05%
Fund Age
4 yrs 10 mo
3 yrs 4 mo
AUM
₹3,911.89 Cr
₹95.08 Cr
Alpha – 1 Year
19.41%
8.71%
Alpha – 3 Years
12.41%
3.58%
Information Ratio – 3 Years
1.08
0.52
Volatility – 1 Year
23.48%
27.25%
Volatility – 3 Years
21.23%
23.29%
Beta – 1 Year
1.26
1.44
Beta – 3 Years
1.19
1.22
Sharpe Ratio – 1 Year
0.81
0.33
Sharpe Ratio – 3 Years
0.90
0.66
Worst Rolling Year
22.93%
15.47%
Value at Worst Rolling Year
₹1.23 Cr
₹1.15 Cr
Deepest Drawdown
−20.36%
−32.01%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
17.67%
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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Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
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Fixed Fee
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1.00% / yr
Performance Fee / Plan
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20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
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3% / 2% / 1%