Alternative Investment Funds (AIF)Compare Schemes
Carnelian Capital Compounder Fund - 1 vs D&B - India Opportunities Multicap Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital Compounder Fund - 1
D&B - India Opportunities Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.09%
0.06%
6 Months
12.77%
11.89%
1 Year
16.87%
7.39%
3 Years
26.82%
13.60%
5 Years
20.86%
11.50%
Since Inception
22.48%
13.94%
Fund Age
7 yrs 2 mo
6 yrs 8 mo
AUM
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₹134.68 Cr
Alpha – 1 Year
15.35%
8.81%
Alpha – 3 Years
16.73%
5.90%
Information Ratio – 3 Years
1.48
0.41
Volatility – 1 Year
19.51%
19.90%
Volatility – 3 Years
18.47%
17.79%
Beta – 1 Year
1.09
1.00
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
0.62
0.18
Sharpe Ratio – 3 Years
1.03
0.47
Worst Rolling Year
11.32%
7.35%
Value at Worst Rolling Year
₹1.11 Cr
₹1.07 Cr
Deepest Drawdown
−16.69%
−20.98%
Recovery Period
92 days
488 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.67%
17.60%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 42% · S 28%
L 38% · M 18% · S 37%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Laurus Labs Ltd · 9.50%
Aditya Birla Capital Ltd · 9.20%
Biocon Ltd · 6.50%
One 97 Communications Ltd · 4.80%
Star Health & Allied Insurance Company Ltd · 4.40%
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Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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