Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Sowilo Multicap Fund
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%
3.12%
6 Months
21.32%
20.18%
1 Year
24.13%
17.30%
3 Years
24.49%
18.32%
5 Years
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—
Since Inception
27.33%
21.17%
Fund Age
4 yrs 10 mo
3 yrs 2 mo
AUM
₹3,911.89 Cr
₹171.55 Cr
Alpha – 1 Year
19.41%
12.58%
Alpha – 3 Years
12.41%
6.23%
Information Ratio – 3 Years
1.08
0.82
Volatility – 1 Year
23.48%
24.39%
Volatility – 3 Years
21.23%
21.61%
Beta – 1 Year
1.26
1.30
Beta – 3 Years
1.19
1.25
Sharpe Ratio – 1 Year
0.81
0.55
Sharpe Ratio – 3 Years
0.90
0.70
Worst Rolling Year
22.93%
18.30%
Value at Worst Rolling Year
₹1.23 Cr
₹1.18 Cr
Deepest Drawdown
−20.36%
−26.88%
Recovery Period
122 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
19.41%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 4% · M 4% · S 88%
Number of Stocks
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82
Portfolio P/E
—
—
Top 5 Holdings
—
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
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Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%