Alternative Investment Funds (AIF)Compare Schemes
Carnelian Capital Compounder Fund - 1 vs Carnelian Structural Shift Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital Compounder Fund - 1
Carnelian Structural Shift Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.09%
1.67%
6 Months
12.77%
25.48%
1 Year
16.87%
12.76%
3 Years
26.82%
21.04%
5 Years
20.86%
—
Since Inception
22.48%
23.65%
Fund Age
7 yrs 2 mo
4 yrs 3 mo
AUM
—
—
Alpha – 1 Year
15.35%
10.81%
Alpha – 3 Years
16.73%
10.39%
Information Ratio – 3 Years
1.48
0.59
Volatility – 1 Year
19.51%
24.72%
Volatility – 3 Years
18.47%
22.61%
Beta – 1 Year
1.09
1.24
Beta – 3 Years
1.08
1.14
Sharpe Ratio – 1 Year
0.62
0.38
Sharpe Ratio – 3 Years
1.03
0.65
Worst Rolling Year
11.32%
19.92%
Value at Worst Rolling Year
₹1.11 Cr
₹1.20 Cr
Deepest Drawdown
−16.69%
−24.89%
Recovery Period
92 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.67%
24.66%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 30% · M 42% · S 28%
L 7% · M 28% · S 64%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Laurus Labs Ltd · 9.50%
Aditya Birla Capital Ltd · 9.20%
Biocon Ltd · 6.50%
One 97 Communications Ltd · 4.80%
Star Health & Allied Insurance Company Ltd · 4.40%
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
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—