Alternative Investment Funds (AIF)Compare Schemes
Carnelian Bharat Amritkaal Fund vs Nippon - The 5 Trillion Dollar Opportunity
Add SchemeGrowth of ₹1 Crore
Carnelian Bharat Amritkaal Fund
Nippon - The 5 Trillion Dollar Opportunity
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.90%
1.65%
6 Months
8.78%
2.29%
1 Year
8.27%
−0.68%
3 Years
—
11.13%
5 Years
—
11.10%
Since Inception
10.68%
17.68%
Fund Age
2 yrs 3 mo
1 yr 11 mo
AUM
—
—
Alpha – 1 Year
6.32%
−3.08%
Alpha – 3 Years
—
−0.07%
Information Ratio – 3 Years
—
-0.09
Volatility – 1 Year
18.85%
14.64%
Volatility – 3 Years
—
13.98%
Beta – 1 Year
1.04
0.82
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
0.21
-0.45
Sharpe Ratio – 3 Years
—
0.42
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.53%
—
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 39% · M 15% · S 42%
Number of Stocks
—
41
Portfolio P/E
—
31.71
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%
ICICI Bank Ltd · 5.16%
Healthcare Global Enterprises Ltd · 4.45%
Mahindra & Mahindra Ltd · 4.40%
Coforge Ltd · 4.25%
Cash & Cash Equivalent · 3.80%
Top Sectors
—
Financial Services · 35.44%
Automobile and Auto Components · 11.39%
Healthcare · 9.90%
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—