Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Eureka signature approach
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%
0.53%
6 Months
19.54%
8.20%
1 Year
15.57%
10.87%
3 Years
20.08%
16.09%
5 Years
21.78%
14.49%
Since Inception
32.33%
9.93%
Fund Age
5 yrs 10 mo
8 yrs 9 mo
AUM
₹5,864.1 Cr
₹64.23 Cr
Alpha – 1 Year
10.85%
7.11%
Alpha – 3 Years
8.00%
5.20%
Information Ratio – 3 Years
1.40
0.63
Volatility – 1 Year
22.27%
21.13%
Volatility – 3 Years
21.12%
19.82%
Beta – 1 Year
1.15
1.16
Beta – 3 Years
1.14
1.20
Sharpe Ratio – 1 Year
0.52
0.35
Sharpe Ratio – 3 Years
0.73
0.59
Worst Rolling Year
20.10%
-6.69%
Value at Worst Rolling Year
₹1.20 Cr
₹0.93 Cr
Deepest Drawdown
−21.05%
−22.93%
Recovery Period
487 days
496 days
1-Year Rolling Windows Positive
100.00%
90.85%
Median Rolling Year
30.25%
19.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 25% · M 25% · S 42%
Number of Stocks
38
42
Portfolio P/E
29.00
23.92
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / –