Alternative Investment Funds (AIF)Compare Schemes
Carnelian Bharat Amritkaal Fund vs SAMEEKSHA INDIA EQUITY FUND
Add SchemeGrowth of ₹1 Crore
Carnelian Bharat Amritkaal Fund
SAMEEKSHA INDIA EQUITY FUND
Return for the risk
3 yrs return
15%
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.90%
4.04%
6 Months
8.78%
14.10%
1 Year
8.27%
7.50%
3 Years
—
22.84%
5 Years
—
—
Since Inception
10.68%
23.58%
Fund Age
2 yrs 3 mo
4 yrs 5 mo
AUM
—
₹1,282.88 Cr
Alpha – 1 Year
6.32%
4.52%
Alpha – 3 Years
—
10.95%
Information Ratio – 3 Years
—
0.98
Volatility – 1 Year
18.85%
21.85%
Volatility – 3 Years
—
16.29%
Beta – 1 Year
1.04
1.19
Beta – 3 Years
—
0.92
Sharpe Ratio – 1 Year
0.21
0.18
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
22.35%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−15.53%
−17.55%
Recovery Period
Not yet recovered
91 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.61%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 28% · M 39% · S 32%
L 23% · M 12% · S 64%
Number of Stocks
—
—
Portfolio P/E
—
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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%
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Top Sectors
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—
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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