Alternative Investment Funds (AIF)Compare Schemes
Carnelian Capital Compounder Fund - 1 vs Incred-Emerging Business Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital Compounder Fund - 1
Incred-Emerging Business 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%
7.88%
6 Months
12.77%
11.46%
1 Year
16.87%
2.58%
3 Years
26.82%
12.19%
5 Years
20.86%
—
Since Inception
22.48%
14.67%
Fund Age
7 yrs 2 mo
4 yrs 4 mo
AUM
—
₹465 Cr
Alpha – 1 Year
15.35%
−0.40%
Alpha – 3 Years
16.73%
0.30%
Information Ratio – 3 Years
1.48
0.09
Volatility – 1 Year
19.51%
23.22%
Volatility – 3 Years
18.47%
18.88%
Beta – 1 Year
1.09
1.13
Beta – 3 Years
1.08
0.97
Sharpe Ratio – 1 Year
0.62
-0.02
Sharpe Ratio – 3 Years
1.03
0.51
Worst Rolling Year
11.32%
11.07%
Value at Worst Rolling Year
₹1.11 Cr
₹1.11 Cr
Deepest Drawdown
−16.69%
−25.01%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.67%
17.39%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 30% · M 42% · S 28%
L 46% · M 24% · S 30%
Number of Stocks
—
27
Portfolio P/E
—
37.00
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%
Bajaj Finserv Ltd · 6.85%
Bharti Hexacom Ltd · 6.53%
Bharti Airtel Ltd · 6.31%
Cholamandalam Investment & Finance Company Ltd · 5.55%
Havells India Ltd · 4.95%
Top Sectors
—
Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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