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Carnelian Bharat Amritkaal Fund-2 vs SageOne - Core Portfolio

Carnelian Bharat Amritkaal Fund-2

SageOne - Core Portfolio

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Growth of ₹1 Crore

Carnelian Bharat Amritkaal Fund-2

SageOne - Core Portfolio

Return for the risk

3 yrs return

20%

25%

30%

35%

SageOne - Core Portfolio

27.1% • vol 19.4%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

—

11.42%

6 Months

—

35.03%

1 Year

—

37.21%

3 Years

—

27.05%

5 Years

—

21.76%

Since Inception

—

19.33%

Fund Age

—

6 yrs 10 mo

AUM

—

₹2,975 Cr

Alpha – 1 Year

—

23.77%

Alpha – 3 Years

—

6.78%

Information Ratio – 3 Years

—

5.24

Volatility – 1 Year

—

18.59%

Volatility – 3 Years

—

19.39%

Beta – 1 Year

—

1.23

Beta – 3 Years

—

1.12

Sharpe Ratio – 1 Year

—

1.44

Sharpe Ratio – 3 Years

—

0.98

Worst Rolling Year

—

-6.18%

Value at Worst Rolling Year

—

₹0.94 Cr

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

92.59%

Median Rolling Year

—

23.96%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

25.70

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%

—

Top Sectors

—

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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