Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
CARNELIAN BESPOKE STRATEGY
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
21.32%
−1.13%
1 Year
24.13%
6.59%
3 Years
24.49%
20.44%
5 Years
—
16.17%
Since Inception
27.33%
13.07%
Fund Age
4 yrs 10 mo
15 yrs 3 mo
AUM
₹3,911.89 Cr
—
Alpha – 1 Year
19.41%
6.87%
Alpha – 3 Years
12.41%
9.23%
Information Ratio – 3 Years
1.08
1.61
Volatility – 1 Year
23.48%
20.58%
Volatility – 3 Years
21.23%
16.59%
Beta – 1 Year
1.26
1.21
Beta – 3 Years
1.19
1.13
Sharpe Ratio – 1 Year
0.81
0.15
Sharpe Ratio – 3 Years
0.90
0.90
Worst Rolling Year
22.93%
13.98%
Value at Worst Rolling Year
₹1.23 Cr
₹1.14 Cr
Deepest Drawdown
−20.36%
−16.19%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 73% · M 20% · S 7%
Number of Stocks
—
23
Portfolio P/E
—
35.58
Top 5 Holdings
—
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
—
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1.5% / 1% / 0.5%