PMS · Equity · Multi Cap
CARNELIAN BESPOKE STRATEGY
Fund size₹3,912 Cr
Alpha (3Y)10.37%
3Y return24.49%
Fund age4 yrs 10 mo
Fund Manager
Growth of₹Cr
CARNELIAN BESPOKE
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
CARNELIAN BESPOKE17.44%24.13%12.92%24.49%—27.33%
Nifty 500−1.02%4.72%−0.11%12.08%—10.25%
Excess over benchmark18.46%19.41%13.03%12.41%—17.08%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
21.23%
Benchmark approx 14.71%
A standard deviation reflecting historical swings.
Sensitivity
1.19
Beta vs benchmark 1.00 · 19% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.90
Sharpe
Excess return gained per unit of volatility.
Capture ratio
141 / 95
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −20.36% from its 30 Jan 2025 peak to a 28 Feb 2025 trough, and recovered on 30 Jun 2025 after 122 days.
Max drawdowns
−20.36%
Recovery period
122 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme30 Jan 202528 Feb 2025−20.36%29 days30 Jun 2025122 days
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak30 Jan 2025
Trough28 Feb 2025
Depth−20.36%
Fell over29 days
Recovered30 Jun 2025
Recovery took122 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
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