Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
19.54%
4.79%
1 Year
15.57%
−0.59%
3 Years
20.08%
11.57%
5 Years
21.78%
13.86%
Since Inception
32.33%
15.96%
Fund Age
5 yrs 10 mo
5 yrs 5 mo
AUM
₹5,864.1 Cr
₹45.81 Cr
Alpha – 1 Year
10.85%
−5.31%
Alpha – 3 Years
8.00%
−0.52%
Information Ratio – 3 Years
1.40
-0.06
Volatility – 1 Year
22.27%
21.96%
Volatility – 3 Years
21.12%
17.35%
Beta – 1 Year
1.15
1.19
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.52
-0.16
Sharpe Ratio – 3 Years
0.73
0.42
Worst Rolling Year
20.10%
10.84%
Value at Worst Rolling Year
₹1.20 Cr
₹1.11 Cr
Deepest Drawdown
−21.05%
−22.24%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
22.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 23% · M 4% · S 73%
Number of Stocks
38
16
Portfolio P/E
29.00
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
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%
3% / 2% / 1%