Alternative Investment Funds (AIF)Compare Schemes
Alchemy Emerging Leaders of Tomorrow Series 2 vs Carnelian Structural Shift Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Emerging Leaders of Tomorrow Series 2
Carnelian Structural Shift Fund
Return for the risk
3 yrs return
10%
15%
20%
25%
Nifty 500 · 16.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.21%
1.67%
6 Months
25.75%
25.48%
1 Year
21.19%
12.76%
3 Years
21.75%
21.04%
5 Years
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Since Inception
26.64%
23.65%
Fund Age
4 yrs 9 mo
4 yrs 3 mo
AUM
₹347.11 Cr
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Alpha – 1 Year
15.49%
10.81%
Alpha – 3 Years
5.69%
10.39%
Information Ratio – 3 Years
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0.59
Volatility – 1 Year
28.04%
24.72%
Volatility – 3 Years
22.73%
22.61%
Beta – 1 Year
1.32
1.24
Beta – 3 Years
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1.14
Sharpe Ratio – 1 Year
0.62
0.38
Sharpe Ratio – 3 Years
0.74
0.65
Worst Rolling Year
19.15%
19.92%
Value at Worst Rolling Year
₹1.19 Cr
₹1.20 Cr
Deepest Drawdown
−24.97%
−24.89%
Recovery Period
426 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.50%
24.66%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 11% · M 12% · S 77%
L 7% · M 28% · S 64%
Number of Stocks
32
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Portfolio P/E
55.36
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Top 5 Holdings
Avalon Technologies Ltd · 6.72%
TD Power Systems Ltd · 6.68%
Cartrade Tech Ltd · 5.56%
Bharat Electronics Ltd · 5.42%
S J S Enterprises Ltd · 5.34%
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
Capital Goods · 52.68%
Financial Services · 16.08%
Automobile and Auto Components · 8.29%
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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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