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CARNELIAN BESPOKE STRATEGY vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Tenet Portfolio (previously known as ABC Equity 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%
−0.27%
6 Months
21.32%
−1.47%
1 Year
24.13%
6.66%
3 Years
24.49%
11.29%
5 Years
—
13.68%
Since Inception
27.33%
15.03%
Fund Age
4 yrs 10 mo
5 yrs 7 mo
AUM
₹3,911.89 Cr
₹138.83 Cr
Alpha – 1 Year
19.41%
7.01%
Alpha – 3 Years
12.41%
2.30%
Information Ratio – 3 Years
1.08
0.23
Volatility – 1 Year
23.48%
16.50%
Volatility – 3 Years
21.23%
16.10%
Beta – 1 Year
1.26
0.93
Beta – 3 Years
1.19
0.99
Sharpe Ratio – 1 Year
0.81
0.15
Sharpe Ratio – 3 Years
0.90
0.41
Worst Rolling Year
22.93%
11.25%
Value at Worst Rolling Year
₹1.23 Cr
₹1.11 Cr
Deepest Drawdown
−20.36%
−21.42%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.10%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
18
Portfolio P/E
—
32.00
Top 5 Holdings
—
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%