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Carnelian Bharat Amritkaal Fund-2 vs Pluswealth Assets LLP

Carnelian Bharat Amritkaal Fund-2

Pluswealth Assets LLP

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Growth of ₹1 Crore

Carnelian Bharat Amritkaal Fund-2

Pluswealth Assets LLP

Return for the risk

3 yrs return

10%

15%

20%

Pluswealth Assets LLP

12.1% • vol 5.6%

10%

20%

Volatility • 3 yrs deviation

1 Month

0.51%

0.86%

6 Months

9.49%

2.99%

1 Year

10.36%

7.80%

3 Years

—

12.12%

5 Years

—

Since Inception

16.92%

15.22%

Fund Age

15 mo

9 mo

AUM

—

Alpha – 1 Year

8.41%

6.65%

Alpha – 3 Years

—

4.50%

Information Ratio – 3 Years

—

Volatility – 1 Year

19.01%

4.34%

Volatility – 3 Years

—

5.62%

Beta – 1 Year

1.00

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.32

0.56

Sharpe Ratio – 3 Years

—

1.12

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−15.41%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

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%

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Top Sectors

—

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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