Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
SVAN Velocity
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%
3.40%
6 Months
21.32%
21.77%
1 Year
24.13%
16.05%
3 Years
24.49%
23.24%
5 Years
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Since Inception
27.33%
24.82%
Fund Age
4 yrs 10 mo
3 yrs 1 mo
AUM
₹3,911.89 Cr
₹415.03 Cr
Alpha – 1 Year
19.41%
11.33%
Alpha – 3 Years
12.41%
11.15%
Information Ratio – 3 Years
1.08
0.72
Volatility – 1 Year
23.48%
25.50%
Volatility – 3 Years
21.23%
24.35%
Beta – 1 Year
1.26
1.34
Beta – 3 Years
1.19
1.27
Sharpe Ratio – 1 Year
0.81
0.50
Sharpe Ratio – 3 Years
0.90
0.77
Worst Rolling Year
22.93%
23.24%
Value at Worst Rolling Year
₹1.23 Cr
₹1.23 Cr
Deepest Drawdown
−20.36%
−25.33%
Recovery Period
122 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
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M 2% · S 95%
Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
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V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
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Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
3% / – / –