Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.38%
0.48%
6 Months
19.54%
0.17%
1 Year
15.57%
1.53%
3 Years
20.08%
6.30%
5 Years
21.78%
7.16%
Since Inception
32.33%
16.58%
Fund Age
5 yrs 10 mo
6 yrs 6 mo
AUM
₹5,864.1 Cr
₹182.72 Cr
Alpha – 1 Year
10.85%
−3.19%
Alpha – 3 Years
8.00%
−5.79%
Information Ratio – 3 Years
1.40
-1.15
Volatility – 1 Year
22.27%
17.17%
Volatility – 3 Years
21.12%
15.94%
Beta – 1 Year
1.15
0.97
Beta – 3 Years
1.14
0.99
Sharpe Ratio – 1 Year
0.52
-0.13
Sharpe Ratio – 3 Years
0.73
0.13
Worst Rolling Year
20.10%
6.16%
Value at Worst Rolling Year
₹1.20 Cr
₹1.06 Cr
Deepest Drawdown
−21.05%
−24.43%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
15.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
—
Number of Stocks
38
60
Portfolio P/E
29.00
19.43
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%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%