Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Carnelian Capital - Shift Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
4.38%
6 Months
20.36%
19.54%
1 Year
18.14%
15.57%
3 Years
21.64%
20.08%
5 Years
16.27%
21.78%
Since Inception
19.97%
32.33%
Fund Age
17 yrs 8 mo
5 yrs 10 mo
AUM
₹5,014.26 Cr
₹5,864.1 Cr
Alpha – 1 Year
13.42%
10.85%
Alpha – 3 Years
9.55%
8.00%
Information Ratio – 3 Years
0.97
1.40
Volatility – 1 Year
21.97%
22.27%
Volatility – 3 Years
19.06%
21.12%
Beta – 1 Year
1.13
1.15
Beta – 3 Years
1.07
1.14
Sharpe Ratio – 1 Year
0.62
0.52
Sharpe Ratio – 3 Years
0.85
0.73
Worst Rolling Year
-6.02%
20.10%
Value at Worst Rolling Year
₹0.94 Cr
₹1.20 Cr
Deepest Drawdown
−24.55%
−21.05%
Recovery Period
436 days
487 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
30.25%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 15% · M 28% · S 52%
Number of Stocks
97
38
Portfolio P/E
63.07
29.00
Top 5 Holdings
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%