Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Green Portfolio - Special
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.38%
2.75%
6 Months
19.54%
26.95%
1 Year
15.57%
13.12%
3 Years
20.08%
17.80%
5 Years
21.78%
15.04%
Since Inception
32.33%
22.70%
Fund Age
5 yrs 10 mo
8 yrs
AUM
₹5,864.1 Cr
₹357.26 Cr
Alpha – 1 Year
10.85%
10.14%
Alpha – 3 Years
8.00%
5.90%
Information Ratio – 3 Years
1.40
0.31
Volatility – 1 Year
22.27%
32.38%
Volatility – 3 Years
21.12%
25.45%
Beta – 1 Year
1.15
1.68
Beta – 3 Years
1.14
1.37
Sharpe Ratio – 1 Year
0.52
0.36
Sharpe Ratio – 3 Years
0.73
0.56
Worst Rolling Year
20.10%
11.19%
Value at Worst Rolling Year
₹1.20 Cr
₹1.11 Cr
Deepest Drawdown
−21.05%
−26.50%
Recovery Period
487 days
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 7% · M 19% · S 59%
Number of Stocks
38
42
Portfolio P/E
29.00
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%