Alternative Investment Funds (AIF)Compare Schemes
Carnelian Bharat Amritkaal Fund-2 vs Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Bharat Amritkaal Fund-2
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.51%
3.18%
6 Months
9.49%
1.31%
1 Year
10.36%
5.72%
3 Years
—
15.69%
5 Years
—
17.06%
Since Inception
16.92%
18.15%
Fund Age
15 mo
5 yrs 3 mo
AUM
—
₹1,828 Cr
Alpha – 1 Year
8.41%
6.15%
Alpha – 3 Years
—
7.12%
Information Ratio – 3 Years
—
1.44
Volatility – 1 Year
19.01%
18.93%
Volatility – 3 Years
—
15.01%
Beta – 1 Year
1.00
1.16
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.32
0.10
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
13.67%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−15.41%
−16.27%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.76%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 30% · S 32%
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Number of Stocks
—
—
Portfolio P/E
—
—
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%
Reliance Industries Ltd · 9.70%
HDFC Bank Ltd · 9.00%
Indus Towers Ltd · 4.60%
ICICI Bank Ltd · 4.50%
Axis Bank Ltd · 4.30%
Top Sectors
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—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—