Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Dalal & Broacha - Long Term Growth
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Dalal & Broacha - Long Term Growth
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%
0.61%
6 Months
19.54%
11.19%
1 Year
15.57%
4.47%
3 Years
20.08%
14.82%
5 Years
21.78%
12.64%
Since Inception
32.33%
13.38%
Fund Age
5 yrs 10 mo
19 yrs
AUM
₹5,864.1 Cr
₹1,249 Cr
Alpha – 1 Year
10.85%
4.82%
Alpha – 3 Years
8.00%
5.82%
Information Ratio – 3 Years
1.40
0.87
Volatility – 1 Year
22.27%
21.24%
Volatility – 3 Years
21.12%
17.51%
Beta – 1 Year
1.15
1.09
Beta – 3 Years
1.14
1.04
Sharpe Ratio – 1 Year
0.52
0.05
Sharpe Ratio – 3 Years
0.73
0.69
Worst Rolling Year
20.10%
—
Value at Worst Rolling Year
₹1.20 Cr
—
Deepest Drawdown
−21.05%
—
Recovery Period
487 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
30.25%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 28% · S 52%
L 40% · M 40% · S 15%
Number of Stocks
38
25
Portfolio P/E
29.00
—
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%