Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.38%
−0.04%
6 Months
19.54%
−3.71%
1 Year
15.57%
−1.23%
3 Years
20.08%
7.88%
5 Years
21.78%
5.71%
Since Inception
32.33%
9.28%
Fund Age
5 yrs 10 mo
7 yrs 1 mo
AUM
₹5,864.1 Cr
₹2.48 Cr
Alpha – 1 Year
10.85%
−5.95%
Alpha – 3 Years
8.00%
−4.21%
Information Ratio – 3 Years
1.40
-1.27
Volatility – 1 Year
22.27%
17.16%
Volatility – 3 Years
21.12%
14.17%
Beta – 1 Year
1.15
0.98
Beta – 3 Years
1.14
0.90
Sharpe Ratio – 1 Year
0.52
-0.29
Sharpe Ratio – 3 Years
0.73
0.17
Worst Rolling Year
20.10%
5.24%
Value at Worst Rolling Year
₹1.20 Cr
₹1.05 Cr
Deepest Drawdown
−21.05%
−16.54%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
11.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 92% · M 4%
Number of Stocks
38
26
Portfolio P/E
29.00
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
—
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%