Compare Schemes

Carnelian Bharat Amritkaal Fund vs MoneyGrow Alpha Fund 1

Carnelian Bharat Amritkaal Fund

MoneyGrow Alpha Fund 1

Add Scheme

Growth of ₹1 Crore

Carnelian Bharat Amritkaal Fund

MoneyGrow Alpha Fund 1

Return for the risk

1 yr return

-5%

10%

15%

Nifty 500 · 1.9%

Carnelian Bharat Amritkaal Fund

8.3% • vol 18.9%

MoneyGrow Alpha Fund 1

2.7% • vol 34.3%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

1.90%

−1.63%

6 Months

8.78%

15.76%

1 Year

8.27%

2.72%

3 Years

—

5 Years

—

Since Inception

10.68%

14.74%

Fund Age

2 yrs 3 mo

16 mo

AUM

—

₹42.58 Cr

Alpha – 1 Year

6.32%

3.15%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

18.85%

34.31%

Volatility – 3 Years

—

Beta – 1 Year

1.04

1.75

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.21

0.05

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−15.53%

−25.30%

Recovery Period

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 19% · M 14% · S 67%

Number of Stocks

—

Portfolio P/E

—

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%

—

Top Sectors

—

Fixed Fee

2.25% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

2% / 0% / 0%

—

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.