Compare Schemes

Carnelian Bharat Amritkaal Fund vs RATIONAL EQUITY SCHEME - 2

Carnelian Bharat Amritkaal Fund

RATIONAL EQUITY SCHEME - 2

Add Scheme

Growth of ₹1 Crore

Carnelian Bharat Amritkaal Fund

RATIONAL EQUITY SCHEME - 2

Return for the risk

1 yr return

-5%

10%

15%

Nifty 500 · 1.9%

Carnelian Bharat Amritkaal Fund

8.3% • vol 18.9%

RATIONAL EQUITY SCHEME - 2

0.6% • vol 23.3%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

1.90%

4.14%

6 Months

8.78%

12.88%

1 Year

8.27%

0.59%

3 Years

—

5 Years

—

Since Inception

10.68%

6.12%

Fund Age

2 yrs 3 mo

14 mo

AUM

—

₹29 Cr

Alpha – 1 Year

6.32%

−2.78%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

18.85%

23.29%

Volatility – 3 Years

—

Beta – 1 Year

1.04

1.16

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.21

-0.11

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−15.53%

−18.39%

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%

S 100%

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

20% of profit, above 6%

Exit Load (Y1 / Y2 / Y3)

2% / 0% / 0%

0% / 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.