Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.38%
3.56%
6 Months
19.54%
14.31%
1 Year
15.57%
23.04%
3 Years
20.08%
17.41%
5 Years
21.78%
14.44%
Since Inception
32.33%
16.04%
Fund Age
5 yrs 10 mo
5 yrs 2 mo
AUM
₹5,864.1 Cr
₹246.55 Cr
Alpha – 1 Year
10.85%
18.32%
Alpha – 3 Years
8.00%
5.32%
Information Ratio – 3 Years
1.40
0.69
Volatility – 1 Year
22.27%
16.66%
Volatility – 3 Years
21.12%
14.65%
Beta – 1 Year
1.15
0.91
Beta – 3 Years
1.14
0.83
Sharpe Ratio – 1 Year
0.52
1.02
Sharpe Ratio – 3 Years
0.73
0.82
Worst Rolling Year
20.10%
13.49%
Value at Worst Rolling Year
₹1.20 Cr
₹1.13 Cr
Deepest Drawdown
−21.05%
−17.20%
Recovery Period
487 days
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 31% · M 25% · S 41%
Number of Stocks
38
33
Portfolio P/E
29.00
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
—
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%