Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
21.32%
7.38%
1 Year
24.13%
6.08%
3 Years
24.49%
8.22%
5 Years
—
7.99%
Since Inception
27.33%
12.63%
Fund Age
4 yrs 10 mo
9 yrs 9 mo
AUM
₹3,911.89 Cr
₹145.75 Cr
Alpha – 1 Year
19.41%
1.36%
Alpha – 3 Years
12.41%
−3.87%
Information Ratio – 3 Years
1.08
-0.60
Volatility – 1 Year
23.48%
20.08%
Volatility – 3 Years
21.23%
16.27%
Beta – 1 Year
1.26
1.12
Beta – 3 Years
1.19
1.00
Sharpe Ratio – 1 Year
0.81
0.13
Sharpe Ratio – 3 Years
0.90
0.24
Worst Rolling Year
22.93%
-1.76%
Value at Worst Rolling Year
₹1.23 Cr
₹0.98 Cr
Deepest Drawdown
−20.36%
−19.25%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
29.10%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 62% · M 20% · S 7%
Number of Stocks
—
25
Portfolio P/E
—
—
Top 5 Holdings
—
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%