Alternative Investment Funds (AIF)Compare Schemes
Asymmetric India Fund vs Carnelian Structural Shift Fund
Add SchemeGrowth of ₹1 Crore
Asymmetric India Fund
Carnelian Structural Shift Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.03%
1.67%
6 Months
4.68%
25.48%
1 Year
—
12.76%
3 Years
—
21.04%
5 Years
—
—
Since Inception
−2.17%
23.65%
Fund Age
9 mo
4 yrs 3 mo
AUM
—
—
Alpha – 1 Year
—
10.81%
Alpha – 3 Years
—
10.39%
Information Ratio – 3 Years
—
0.59
Volatility – 1 Year
—
24.72%
Volatility – 3 Years
—
22.61%
Beta – 1 Year
—
1.24
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
—
0.38
Sharpe Ratio – 3 Years
—
0.65
Worst Rolling Year
—
19.92%
Value at Worst Rolling Year
—
₹1.20 Cr
Deepest Drawdown
—
−24.89%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.66%
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 37% · M 11% · S 43%
L 7% · M 28% · S 64%
Number of Stocks
38
—
Portfolio P/E
23.90
—
Top 5 Holdings
Larsen & Toubro Ltd · 7.83%
Reliance Industries Ltd · 4.81%
Bharat Electronics Ltd · 4.56%
Canara Bank · 4.26%
Gravita India Ltd · 4.09%
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 · 23.42%
Capital Goods · 14.76%
Automobile and Auto Components · 11.37%
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Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / – / –
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