Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
21.32%
20.32%
1 Year
24.13%
29.93%
3 Years
24.49%
—
5 Years
—
—
Since Inception
27.33%
15.24%
Fund Age
4 yrs 10 mo
1 yr 9 mo
AUM
₹3,911.89 Cr
₹3.17 Cr
Alpha – 1 Year
19.41%
25.21%
Alpha – 3 Years
12.41%
—
Information Ratio – 3 Years
1.08
—
Volatility – 1 Year
23.48%
24.54%
Volatility – 3 Years
21.23%
—
Beta – 1 Year
1.26
1.19
Beta – 3 Years
1.19
—
Sharpe Ratio – 1 Year
0.81
0.97
Sharpe Ratio – 3 Years
0.90
—
Worst Rolling Year
22.93%
—
Value at Worst Rolling Year
₹1.23 Cr
—
Deepest Drawdown
−20.36%
−12.48%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.10%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 28% · M 19% · S 50%
Number of Stocks
—
36
Portfolio P/E
—
71.00
Top 5 Holdings
—
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –