Portfolio Management Services (PMS)Compare Schemes
Carnelian Bharat Amritkaal Fund-2 vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
Carnelian Bharat Amritkaal Fund-2
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
—
−0.04%
6 Months
—
−3.71%
1 Year
—
−1.23%
3 Years
—
7.88%
5 Years
—
5.71%
Since Inception
—
9.28%
Fund Age
—
7 yrs 1 mo
AUM
—
₹2.48 Cr
Alpha – 1 Year
—
−5.95%
Alpha – 3 Years
—
−4.21%
Information Ratio – 3 Years
—
-1.27
Volatility – 1 Year
—
17.16%
Volatility – 3 Years
—
14.17%
Beta – 1 Year
—
0.98
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
—
-0.29
Sharpe Ratio – 3 Years
—
0.17
Worst Rolling Year
—
5.24%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
—
−16.54%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 92% · M 4%
Number of Stocks
—
26
Portfolio P/E
—
29.84
Top 5 Holdings
Biocon Ltd · 6.80%
Aditya Birla Capital Ltd · 6.20%
ICICI Bank Ltd · 5.60%
Larsen & Toubro Ltd · 4.40%
Tata Technologies Ltd · 3.20%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
—
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
—
1.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%