Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Composite India - Emerging Star Fund
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%
5.76%
6 Months
19.54%
25.00%
1 Year
15.57%
17.14%
3 Years
20.08%
16.20%
5 Years
21.78%
15.34%
Since Inception
32.33%
19.60%
Fund Age
5 yrs 10 mo
7 yrs 3 mo
AUM
₹5,864.1 Cr
₹127.23 Cr
Alpha – 1 Year
10.85%
12.42%
Alpha – 3 Years
8.00%
4.43%
Information Ratio – 3 Years
1.40
0.38
Volatility – 1 Year
22.27%
23.12%
Volatility – 3 Years
21.12%
20.20%
Beta – 1 Year
1.15
1.18
Beta – 3 Years
1.14
1.05
Sharpe Ratio – 1 Year
0.52
0.56
Sharpe Ratio – 3 Years
0.73
0.61
Worst Rolling Year
20.10%
13.55%
Value at Worst Rolling Year
₹1.20 Cr
₹1.14 Cr
Deepest Drawdown
−21.05%
−26.74%
Recovery Period
487 days
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
20.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 26% · M 19% · S 50%
Number of Stocks
38
101
Portfolio P/E
29.00
52.20
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%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
—
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%