Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Himalaya - EverFlow India Opportunities
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%
2.85%
6 Months
19.54%
22.81%
1 Year
15.57%
15.74%
3 Years
20.08%
19.34%
5 Years
21.78%
—
Since Inception
32.33%
24.49%
Fund Age
5 yrs 10 mo
3 yrs 3 mo
AUM
₹5,864.1 Cr
₹446.96 Cr
Alpha – 1 Year
10.85%
11.02%
Alpha – 3 Years
8.00%
7.25%
Information Ratio – 3 Years
1.40
0.86
Volatility – 1 Year
22.27%
23.09%
Volatility – 3 Years
21.12%
17.79%
Beta – 1 Year
1.15
1.11
Beta – 3 Years
1.14
0.93
Sharpe Ratio – 1 Year
0.52
0.51
Sharpe Ratio – 3 Years
0.73
0.79
Worst Rolling Year
20.10%
19.32%
Value at Worst Rolling Year
₹1.20 Cr
₹1.19 Cr
Deepest Drawdown
−21.05%
−18.72%
Recovery Period
487 days
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 28% · S 52%
L 19% · S 80%
Number of Stocks
38
30
Portfolio P/E
29.00
—
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%
—
Top Sectors
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—