Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Marcellus - Consistent Compounders
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%
4.02%
6 Months
19.54%
10.61%
1 Year
15.57%
3.27%
3 Years
20.08%
5.81%
5 Years
21.78%
4.77%
Since Inception
32.33%
12.23%
Fund Age
5 yrs 10 mo
7 yrs 7 mo
AUM
₹5,864.1 Cr
₹1,666.24 Cr
Alpha – 1 Year
10.85%
3.70%
Alpha – 3 Years
8.00%
−2.76%
Information Ratio – 3 Years
1.40
-0.29
Volatility – 1 Year
22.27%
19.50%
Volatility – 3 Years
21.12%
16.37%
Beta – 1 Year
1.15
1.09
Beta – 3 Years
1.14
1.05
Sharpe Ratio – 1 Year
0.52
-0.02
Sharpe Ratio – 3 Years
0.73
0.10
Worst Rolling Year
20.10%
0.36%
Value at Worst Rolling Year
₹1.20 Cr
₹1.00 Cr
Deepest Drawdown
−21.05%
−23.56%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.77%
Median Rolling Year
30.25%
8.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 42% · M 32% · S 25%
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%
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%