Alternative Investment Funds (AIF)Compare Schemes
Carnelian Bharat Amritkaal Fund vs Matterhorn India Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Bharat Amritkaal Fund
Matterhorn India Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 1.9%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.90%
3.36%
6 Months
8.78%
10.52%
1 Year
8.27%
4.14%
3 Years
—
—
5 Years
—
—
Since Inception
10.68%
17.49%
Fund Age
2 yrs 3 mo
2 yrs 10 mo
AUM
—
—
Alpha – 1 Year
6.32%
0.77%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.85%
25.82%
Volatility – 3 Years
—
—
Beta – 1 Year
1.04
1.40
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.21
0.06
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.53%
−20.99%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 28% · M 39% · S 32%
L 0% · M 16% · S 75%
Number of Stocks
—
54
Portfolio P/E
—
33.41
Top 5 Holdings
Aditya Birla Capital Ltd · 8.80%
Laurus Labs Ltd · 7.40%
Biocon Ltd · 6.80%
ICICI Bank Ltd · 5.90%
Star Health & Allied Insurance Company Ltd · 3.80%
Rain Industries Ltd
PDS Ltd
Sona BLW Precision Forgings Ltd
Rategain Travel Technologies Ltd
Ramkrishna Forgings Ltd
Top Sectors
—
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
15% of profit, above 9%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%