Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs SageOne - Smallcap Portfolio
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CARNELIAN BESPOKE STRATEGY
SageOne - Smallcap Portfolio
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%
0.91%
6 Months
21.32%
22.17%
1 Year
24.13%
13.49%
3 Years
24.49%
12.21%
5 Years
—
11.23%
Since Inception
27.33%
22.14%
Fund Age
4 yrs 10 mo
7 yrs 4 mo
AUM
₹3,911.89 Cr
₹1,280.4 Cr
Alpha – 1 Year
19.41%
8.77%
Alpha – 3 Years
12.41%
0.12%
Information Ratio – 3 Years
1.08
0.01
Volatility – 1 Year
23.48%
24.60%
Volatility – 3 Years
21.23%
22.41%
Beta – 1 Year
1.26
1.20
Beta – 3 Years
1.19
1.15
Sharpe Ratio – 1 Year
0.81
0.41
Sharpe Ratio – 3 Years
0.90
0.39
Worst Rolling Year
22.93%
4.49%
Value at Worst Rolling Year
₹1.23 Cr
₹1.04 Cr
Deepest Drawdown
−20.36%
−26.42%
Recovery Period
122 days
479 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
19.05%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
S 100%
Number of Stocks
—
18
Portfolio P/E
—
34.80
Top 5 Holdings
—
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
—
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%