Alternative Investment Funds (AIF)Compare Schemes
Abakkus Growth Fund - 2 vs Carnelian Structural Shift Fund
Add SchemeGrowth of ₹1 Crore
Abakkus Growth Fund - 2
Carnelian Structural Shift Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.06%
1.67%
6 Months
7.54%
25.48%
1 Year
10.79%
12.76%
3 Years
13.32%
21.04%
5 Years
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Since Inception
15.88%
23.65%
Fund Age
4 yrs 8 mo
4 yrs 3 mo
AUM
₹2,666.69 Cr
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Alpha – 1 Year
9.27%
10.81%
Alpha – 3 Years
3.22%
10.39%
Information Ratio – 3 Years
0.24
0.59
Volatility – 1 Year
21.79%
24.72%
Volatility – 3 Years
17.73%
22.61%
Beta – 1 Year
1.25
1.24
Beta – 3 Years
1.07
1.14
Sharpe Ratio – 1 Year
0.32
0.38
Sharpe Ratio – 3 Years
0.48
0.65
Worst Rolling Year
13.01%
19.92%
Value at Worst Rolling Year
₹1.13 Cr
₹1.20 Cr
Deepest Drawdown
−23.31%
−24.89%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.20%
24.66%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 47% · M 25% · S 26%
L 7% · M 28% · S 64%
Number of Stocks
31
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Portfolio P/E
23.45
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Top 5 Holdings
Sun Pharmaceutical Industries Ltd · 5.72%
Oracle Financial Services Software Ltd · 5.23%
IIFL Finance Ltd · 5.12%
Bharti Airtel Ltd · 4.95%
PNB Housing Finance Ltd · 4.89%
Laurus Labs Ltd · 10.00%
Biocon Ltd · 5.50%
Dynamatic Technologies Ltd · 5.00%
Bharat Heavy Electricals Ltd · 4.40%
Poly Medicure Ltd · 4.10%
Top Sectors
Financial Services · 27.71%
Metals & Mining · 11.01%
Healthcare · 9.43%
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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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