Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
SBI AEON ALPHA PMS
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%
0.41%
6 Months
21.32%
20.81%
1 Year
24.13%
15.63%
3 Years
24.49%
13.76%
5 Years
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Since Inception
27.33%
14.77%
Fund Age
4 yrs 10 mo
4 yrs 6 mo
AUM
₹3,911.89 Cr
₹751.68 Cr
Alpha – 1 Year
19.41%
16.06%
Alpha – 3 Years
12.41%
5.19%
Information Ratio – 3 Years
1.08
0.25
Volatility – 1 Year
23.48%
18.90%
Volatility – 3 Years
21.23%
16.75%
Beta – 1 Year
1.26
0.89
Beta – 3 Years
1.19
0.79
Sharpe Ratio – 1 Year
0.81
0.57
Sharpe Ratio – 3 Years
0.90
0.53
Worst Rolling Year
22.93%
13.60%
Value at Worst Rolling Year
₹1.23 Cr
₹1.14 Cr
Deepest Drawdown
−20.36%
−21.60%
Recovery Period
122 days
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
15.94%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 16% · M 11% · S 70%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
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Fixed Fee
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2.50% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%