Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
19.54%
2.04%
1 Year
15.57%
13.04%
3 Years
20.08%
15.74%
5 Years
21.78%
14.15%
Since Inception
32.33%
15.13%
Fund Age
5 yrs 10 mo
14 yrs 1 mo
AUM
₹5,864.1 Cr
₹850.7 Cr
Alpha – 1 Year
10.85%
13.39%
Alpha – 3 Years
8.00%
6.74%
Information Ratio – 3 Years
1.40
1.02
Volatility – 1 Year
22.27%
18.01%
Volatility – 3 Years
21.12%
15.42%
Beta – 1 Year
1.15
1.04
Beta – 3 Years
1.14
0.99
Sharpe Ratio – 1 Year
0.52
0.48
Sharpe Ratio – 3 Years
0.73
0.76
Worst Rolling Year
20.10%
-19.06%
Value at Worst Rolling Year
₹1.20 Cr
₹0.81 Cr
Deepest Drawdown
−21.05%
−15.54%
Recovery Period
487 days
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
30.25%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 15% · M 28% · S 52%
L 53% · M 28% · S 13%
Number of Stocks
38
—
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%