Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Ksema - Future Frontier Portfolio
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Ksema - Future Frontier Portfolio
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%
3.35%
6 Months
19.54%
27.55%
1 Year
15.57%
—
3 Years
20.08%
—
5 Years
21.78%
—
Since Inception
32.33%
23.98%
Fund Age
5 yrs 10 mo
7 mo
AUM
₹5,864.1 Cr
₹3.83 Cr
Alpha – 1 Year
10.85%
—
Alpha – 3 Years
8.00%
—
Information Ratio – 3 Years
1.40
—
Volatility – 1 Year
22.27%
—
Volatility – 3 Years
21.12%
—
Beta – 1 Year
1.15
—
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.52
—
Sharpe Ratio – 3 Years
0.73
—
Worst Rolling Year
20.10%
—
Value at Worst Rolling Year
₹1.20 Cr
—
Deepest Drawdown
−21.05%
—
Recovery Period
487 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
30.25%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 28% · S 52%
L 18% · M 24% · S 55%
Number of Stocks
38
32
Portfolio P/E
29.00
49.25
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%
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
Top Sectors
—
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%