Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Carnelian Capital - Shift Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
4.38%
6 Months
3.88%
19.54%
1 Year
−7.98%
15.57%
3 Years
11.06%
20.08%
5 Years
10.06%
21.78%
Since Inception
11.56%
32.33%
Fund Age
5 yrs 3 mo
5 yrs 10 mo
AUM
₹106.37 Cr
₹5,864.1 Cr
Alpha – 1 Year
−10.96%
10.85%
Alpha – 3 Years
−0.82%
8.00%
Information Ratio – 3 Years
0.00
1.40
Volatility – 1 Year
16.00%
22.27%
Volatility – 3 Years
17.59%
21.12%
Beta – 1 Year
0.79
1.15
Beta – 3 Years
0.97
1.14
Sharpe Ratio – 1 Year
-0.78
0.52
Sharpe Ratio – 3 Years
0.42
0.73
Worst Rolling Year
—
20.10%
Value at Worst Rolling Year
—
₹1.20 Cr
Deepest Drawdown
—
−21.05%
Recovery Period
—
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 15% · M 28% · S 52%
Number of Stocks
—
38
Portfolio P/E
—
29.00
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%