Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Centrum PMS - Micro
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.38%
5.99%
6 Months
19.54%
26.63%
1 Year
15.57%
16.86%
3 Years
20.08%
13.24%
5 Years
21.78%
17.56%
Since Inception
32.33%
16.65%
Fund Age
5 yrs 10 mo
10 yrs 1 mo
AUM
₹5,864.1 Cr
₹11.38 Cr
Alpha – 1 Year
10.85%
12.14%
Alpha – 3 Years
8.00%
1.15%
Information Ratio – 3 Years
1.40
0.20
Volatility – 1 Year
22.27%
29.32%
Volatility – 3 Years
21.12%
24.13%
Beta – 1 Year
1.15
1.44
Beta – 3 Years
1.14
1.15
Sharpe Ratio – 1 Year
0.52
0.48
Sharpe Ratio – 3 Years
0.73
0.50
Worst Rolling Year
20.10%
-10.45%
Value at Worst Rolling Year
₹1.20 Cr
₹0.90 Cr
Deepest Drawdown
−21.05%
−32.02%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
89.77%
Median Rolling Year
30.25%
20.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
M 1% · S 95%
Number of Stocks
38
28
Portfolio P/E
29.00
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
—
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%