Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Eklavya Equity
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%
−0.98%
6 Months
19.54%
4.93%
1 Year
15.57%
−0.37%
3 Years
20.08%
—
5 Years
21.78%
—
Since Inception
32.33%
4.91%
Fund Age
5 yrs 10 mo
2 yrs 1 mo
AUM
₹5,864.1 Cr
₹8 Cr
Alpha – 1 Year
10.85%
−0.02%
Alpha – 3 Years
8.00%
—
Information Ratio – 3 Years
1.40
—
Volatility – 1 Year
22.27%
12.93%
Volatility – 3 Years
21.12%
—
Beta – 1 Year
1.15
0.72
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.52
-0.38
Sharpe Ratio – 3 Years
0.73
—
Worst Rolling Year
20.10%
6.09%
Value at Worst Rolling Year
₹1.20 Cr
₹1.06 Cr
Deepest Drawdown
−21.05%
−12.49%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
6.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 28% · S 52%
L 23% · M 8% · S 36%
Number of Stocks
38
30
Portfolio P/E
29.00
24.51
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%
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
—
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 2% / 0%