Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Composite India - GARP 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%
3.99%
6 Months
19.54%
22.77%
1 Year
15.57%
24.21%
3 Years
20.08%
13.20%
5 Years
21.78%
12.56%
Since Inception
32.33%
18.69%
Fund Age
5 yrs 10 mo
7 yrs 4 mo
AUM
₹5,864.1 Cr
₹114.64 Cr
Alpha – 1 Year
10.85%
19.49%
Alpha – 3 Years
8.00%
1.43%
Information Ratio – 3 Years
1.40
0.12
Volatility – 1 Year
22.27%
24.82%
Volatility – 3 Years
21.12%
21.64%
Beta – 1 Year
1.15
1.34
Beta – 3 Years
1.14
1.13
Sharpe Ratio – 1 Year
0.52
0.78
Sharpe Ratio – 3 Years
0.73
0.46
Worst Rolling Year
20.10%
10.43%
Value at Worst Rolling Year
₹1.20 Cr
₹1.10 Cr
Deepest Drawdown
−21.05%
−24.42%
Recovery Period
487 days
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
18.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 20% · M 28% · S 47%
Number of Stocks
38
32
Portfolio P/E
29.00
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
—
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
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%