Alternative Investment Funds (AIF)Compare Schemes
Carnelian Bharat Amritkaal Fund vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Bharat Amritkaal Fund
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.90%
0.40%
6 Months
8.78%
4.71%
1 Year
8.27%
9.48%
3 Years
—
5.09%
5 Years
—
7.27%
Since Inception
10.68%
7.18%
Fund Age
2 yrs 3 mo
5 yrs 9 mo
AUM
—
—
Alpha – 1 Year
6.32%
7.96%
Alpha – 3 Years
—
−5.01%
Information Ratio – 3 Years
—
-0.38
Volatility – 1 Year
18.85%
1.59%
Volatility – 3 Years
—
6.50%
Beta – 1 Year
1.04
0.04
Beta – 3 Years
—
-0.12
Sharpe Ratio – 1 Year
0.21
2.33
Sharpe Ratio – 3 Years
—
-0.03
Worst Rolling Year
—
5.09%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−15.53%
−8.84%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 39% · S 32%
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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%
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Top Sectors
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Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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