Alternative Investment Funds (AIF)Compare Schemes
Carnelian Bharat Amritkaal Fund vs Prudent Equity ACE Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Bharat Amritkaal Fund
Prudent Equity ACE Fund
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.90%
−2.40%
6 Months
8.78%
4.20%
1 Year
8.27%
−1.50%
3 Years
—
17.60%
5 Years
—
—
Since Inception
10.68%
23.60%
Fund Age
2 yrs 3 mo
3 yrs 7 mo
AUM
—
—
Alpha – 1 Year
6.32%
−3.50%
Alpha – 3 Years
—
6.90%
Information Ratio – 3 Years
—
0.28
Volatility – 1 Year
18.85%
23.18%
Volatility – 3 Years
—
24.12%
Beta – 1 Year
1.04
1.17
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
0.21
-0.20
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
17.56%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−15.53%
−23.18%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
27.42%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 28% · M 39% · S 32%
—
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
3.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%