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Carnelian Bharat Amritkaal Fund vs UTI Real Estate Opportunites Fund I (ROF I)

Carnelian Bharat Amritkaal Fund

UTI Real Estate Opportunites Fund I (ROF I)

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Growth of ₹1 Crore

Carnelian Bharat Amritkaal Fund

UTI Real Estate Opportunites Fund I (ROF I)

Return for the risk

1 yr return

-5%

10%

15%

Nifty 500 · 1.9%

Carnelian Bharat Amritkaal Fund

8.3% • vol 18.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

1.90%

—

6 Months

8.78%

—

1 Year

8.27%

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3 Years

—

5 Years

—

Since Inception

10.68%

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Fund Age

2 yrs 3 mo

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AUM

—

Alpha – 1 Year

6.32%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

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Volatility – 1 Year

18.85%

—

Volatility – 3 Years

—

Beta – 1 Year

1.04

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Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.21

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Sharpe Ratio – 3 Years

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Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−15.53%

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Recovery Period

Not yet recovered

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1-Year Rolling Windows Positive

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Median Rolling Year

—

5-Year Rolling Windows Positive

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Market-Cap Mix

L 28% · M 39% · S 32%

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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

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Performance Fee / Plan

Fixed Plan

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Exit Load (Y1 / Y2 / Y3)

2% / 0% / 0%

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