Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.38%
0.97%
6 Months
19.54%
6.33%
1 Year
15.57%
−0.99%
3 Years
20.08%
6.26%
5 Years
21.78%
6.47%
Since Inception
32.33%
5.18%
Fund Age
5 yrs 10 mo
19 yrs 5 mo
AUM
₹5,864.1 Cr
₹95.89 Cr
Alpha – 1 Year
10.85%
2.51%
Alpha – 3 Years
8.00%
−2.73%
Information Ratio – 3 Years
1.40
-0.10
Volatility – 1 Year
22.27%
20.93%
Volatility – 3 Years
21.12%
17.77%
Beta – 1 Year
1.15
1.14
Beta – 3 Years
1.14
1.05
Sharpe Ratio – 1 Year
0.52
-0.20
Sharpe Ratio – 3 Years
0.73
0.23
Worst Rolling Year
20.10%
-21.50%
Value at Worst Rolling Year
₹1.20 Cr
₹0.79 Cr
Deepest Drawdown
−21.05%
−30.66%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
30.25%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 15% · M 28% · S 52%
L 77% · M 12% · S 11%
Number of Stocks
38
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
—
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%