Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Carnelian Capital - Shift Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.61%
4.38%
6 Months
4.03%
19.54%
1 Year
4.49%
15.57%
3 Years
14.35%
20.08%
5 Years
—
21.78%
Since Inception
16.62%
32.33%
Fund Age
4 yrs
5 yrs 10 mo
AUM
₹303 Cr
₹5,864.1 Cr
Alpha – 1 Year
4.92%
10.85%
Alpha – 3 Years
5.78%
8.00%
Information Ratio – 3 Years
1.15
1.40
Volatility – 1 Year
16.32%
22.27%
Volatility – 3 Years
14.15%
21.12%
Beta – 1 Year
0.98
1.15
Beta – 3 Years
0.97
1.14
Sharpe Ratio – 1 Year
0.01
0.52
Sharpe Ratio – 3 Years
0.64
0.73
Worst Rolling Year
14.36%
20.10%
Value at Worst Rolling Year
₹1.14 Cr
₹1.20 Cr
Deepest Drawdown
−16.17%
−21.05%
Recovery Period
245 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
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
—
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
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%