Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Electrum - Laureate Portfolio
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%
2.93%
6 Months
19.54%
27.08%
1 Year
15.57%
22.70%
3 Years
20.08%
18.13%
5 Years
21.78%
21.00%
Since Inception
32.33%
30.05%
Fund Age
5 yrs 10 mo
5 yrs 9 mo
AUM
₹5,864.1 Cr
₹670.5 Cr
Alpha – 1 Year
10.85%
17.98%
Alpha – 3 Years
8.00%
6.04%
Information Ratio – 3 Years
1.40
0.67
Volatility – 1 Year
22.27%
26.20%
Volatility – 3 Years
21.12%
22.70%
Beta – 1 Year
1.15
1.32
Beta – 3 Years
1.14
1.09
Sharpe Ratio – 1 Year
0.52
0.70
Sharpe Ratio – 3 Years
0.73
0.71
Worst Rolling Year
20.10%
15.94%
Value at Worst Rolling Year
₹1.20 Cr
₹1.16 Cr
Deepest Drawdown
−21.05%
−31.21%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
25.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
S 95%
Number of Stocks
38
26
Portfolio P/E
29.00
27.00
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%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
—
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%