Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Girik Capital - Multi Cap Growth Equity Strategy
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%
1.15%
6 Months
19.54%
3.53%
1 Year
15.57%
−0.08%
3 Years
20.08%
14.56%
5 Years
21.78%
12.33%
Since Inception
32.33%
18.88%
Fund Age
5 yrs 10 mo
16 yrs 7 mo
AUM
₹5,864.1 Cr
₹1,574.57 Cr
Alpha – 1 Year
10.85%
0.35%
Alpha – 3 Years
8.00%
5.99%
Information Ratio – 3 Years
1.40
0.72
Volatility – 1 Year
22.27%
16.64%
Volatility – 3 Years
21.12%
15.28%
Beta – 1 Year
1.15
0.97
Beta – 3 Years
1.14
0.94
Sharpe Ratio – 1 Year
0.52
-0.25
Sharpe Ratio – 3 Years
0.73
0.61
Worst Rolling Year
20.10%
-0.31%
Value at Worst Rolling Year
₹1.20 Cr
₹1.00 Cr
Deepest Drawdown
−21.05%
−22.42%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.36%
Median Rolling Year
30.25%
22.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 39% · M 8% · S 47%
Number of Stocks
38
33
Portfolio P/E
29.00
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
—
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
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%