Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Motilal Oswal-Founders
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%
0.25%
6 Months
19.54%
15.19%
1 Year
15.57%
3.21%
3 Years
20.08%
19.65%
5 Years
21.78%
—
Since Inception
32.33%
25.09%
Fund Age
5 yrs 10 mo
3 yrs 5 mo
AUM
₹5,864.1 Cr
₹4,148.34 Cr
Alpha – 1 Year
10.85%
0.23%
Alpha – 3 Years
8.00%
7.77%
Information Ratio – 3 Years
1.40
0.62
Volatility – 1 Year
22.27%
21.54%
Volatility – 3 Years
21.12%
22.15%
Beta – 1 Year
1.15
1.06
Beta – 3 Years
1.14
1.15
Sharpe Ratio – 1 Year
0.52
-0.01
Sharpe Ratio – 3 Years
0.73
0.68
Worst Rolling Year
20.10%
19.49%
Value at Worst Rolling Year
₹1.20 Cr
₹1.19 Cr
Deepest Drawdown
−21.05%
−27.91%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 28% · S 52%
L 26% · M 35% · S 37%
Number of Stocks
38
26
Portfolio P/E
29.00
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%