Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Fyers Genesis Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Fyers Genesis Fund
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%
1.54%
6 Months
19.54%
6.09%
1 Year
15.57%
5.87%
3 Years
20.08%
—
5 Years
21.78%
—
Since Inception
32.33%
3.02%
Fund Age
5 yrs 10 mo
1 yr 11 mo
AUM
₹5,864.1 Cr
₹16.43 Cr
Alpha – 1 Year
10.85%
1.15%
Alpha – 3 Years
8.00%
—
Information Ratio – 3 Years
1.40
—
Volatility – 1 Year
22.27%
19.36%
Volatility – 3 Years
21.12%
—
Beta – 1 Year
1.15
1.09
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.52
0.11
Sharpe Ratio – 3 Years
0.73
—
Worst Rolling Year
20.10%
—
Value at Worst Rolling Year
₹1.20 Cr
—
Deepest Drawdown
−21.05%
−18.63%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
30.25%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 28% · S 52%
M 20% · S 76%
Number of Stocks
38
24
Portfolio P/E
29.00
25.89
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%
Privi Speciality Chemicals Ltd · 8.72%
Carysil Ltd · 8.46%
Jindal Stainless Ltd · 8.46%
APL Apollo Tubes Ltd · 8.46%
K P R Mill Ltd · 8.45%
Top Sectors
—
Fast Moving Consumer Goods · 13.15%
Financial Services · 6.90%
Information Technology · 6.11%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%