Alternative Investment Funds (AIF)Compare Schemes
Carnelian Capital Compounder Fund - 1 vs Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital Compounder Fund - 1
Nuvama Enhanced Dynamic Growth Equity [EDGE] 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%
3.18%
6 Months
12.77%
1.31%
1 Year
16.87%
5.72%
3 Years
26.82%
15.69%
5 Years
20.86%
17.06%
Since Inception
22.48%
18.15%
Fund Age
7 yrs 2 mo
5 yrs 3 mo
AUM
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₹1,828 Cr
Alpha – 1 Year
15.35%
6.15%
Alpha – 3 Years
16.73%
7.12%
Information Ratio – 3 Years
1.48
1.44
Volatility – 1 Year
19.51%
18.93%
Volatility – 3 Years
18.47%
15.01%
Beta – 1 Year
1.09
1.16
Beta – 3 Years
1.08
1.04
Sharpe Ratio – 1 Year
0.62
0.10
Sharpe Ratio – 3 Years
1.03
0.66
Worst Rolling Year
11.32%
13.67%
Value at Worst Rolling Year
₹1.11 Cr
₹1.14 Cr
Deepest Drawdown
−16.69%
−16.27%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.67%
21.76%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 42% · S 28%
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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%
Reliance Industries Ltd · 9.70%
HDFC Bank Ltd · 9.00%
Indus Towers Ltd · 4.60%
ICICI Bank Ltd · 4.50%
Axis Bank Ltd · 4.30%
Top Sectors
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Fixed Fee
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2.25% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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