Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Carnelian Capital - Shift Strategy
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.50%
4.38%
6 Months
10.26%
19.54%
1 Year
20.10%
15.57%
3 Years
—
20.08%
5 Years
—
21.78%
Since Inception
21.53%
32.33%
Fund Age
18 mo
5 yrs 10 mo
AUM
₹79.16 Cr
₹5,864.1 Cr
Alpha – 1 Year
17.12%
10.85%
Alpha – 3 Years
—
8.00%
Information Ratio – 3 Years
—
1.40
Volatility – 1 Year
19.38%
22.27%
Volatility – 3 Years
—
21.12%
Beta – 1 Year
0.85
1.15
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.76
0.52
Sharpe Ratio – 3 Years
—
0.73
Worst Rolling Year
—
20.10%
Value at Worst Rolling Year
—
₹1.20 Cr
Deepest Drawdown
−14.77%
−21.05%
Recovery Period
Not yet recovered
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 8% · M 7% · S 61%
L 15% · M 28% · S 52%
Number of Stocks
66
38
Portfolio P/E
52.54
29.00
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
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
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%