Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Invesco - Challengers
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%
1.41%
6 Months
19.54%
13.18%
1 Year
15.57%
2.91%
3 Years
20.08%
14.27%
5 Years
21.78%
—
Since Inception
32.33%
11.83%
Fund Age
5 yrs 10 mo
4 yrs 11 mo
AUM
₹5,864.1 Cr
₹31.01 Cr
Alpha – 1 Year
10.85%
−1.81%
Alpha – 3 Years
8.00%
2.18%
Information Ratio – 3 Years
1.40
0.24
Volatility – 1 Year
22.27%
18.67%
Volatility – 3 Years
21.12%
17.11%
Beta – 1 Year
1.15
0.97
Beta – 3 Years
1.14
0.95
Sharpe Ratio – 1 Year
0.52
-0.04
Sharpe Ratio – 3 Years
0.73
0.56
Worst Rolling Year
20.10%
12.64%
Value at Worst Rolling Year
₹1.20 Cr
₹1.13 Cr
Deepest Drawdown
−21.05%
−24.73%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 15% · M 28% · S 52%
L 37% · M 30% · S 33%
Number of Stocks
38
26
Portfolio P/E
29.00
54.84
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 · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
—
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—