Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.88%
10.15%
6 Months
21.32%
31.39%
1 Year
24.13%
26.01%
3 Years
24.49%
19.28%
5 Years
—
23.67%
Since Inception
27.33%
28.23%
Fund Age
4 yrs 10 mo
5 yrs 4 mo
AUM
₹3,911.89 Cr
₹483.07 Cr
Alpha – 1 Year
19.41%
21.29%
Alpha – 3 Years
12.41%
7.19%
Information Ratio – 3 Years
1.08
0.38
Volatility – 1 Year
23.48%
27.77%
Volatility – 3 Years
21.23%
26.19%
Beta – 1 Year
1.26
1.29
Beta – 3 Years
1.19
1.20
Sharpe Ratio – 1 Year
0.81
0.78
Sharpe Ratio – 3 Years
0.90
0.61
Worst Rolling Year
22.93%
19.29%
Value at Worst Rolling Year
₹1.23 Cr
₹1.19 Cr
Deepest Drawdown
−20.36%
−32.66%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 81%
Number of Stocks
—
63
Portfolio P/E
—
62.66
Top 5 Holdings
—
—
Top Sectors
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%