Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.38%
−0.03%
6 Months
19.54%
1.95%
1 Year
15.57%
9.19%
3 Years
20.08%
16.93%
5 Years
21.78%
11.74%
Since Inception
32.33%
12.55%
Fund Age
5 yrs 10 mo
7 yrs 3 mo
AUM
₹5,864.1 Cr
₹17.39 Cr
Alpha – 1 Year
10.85%
9.54%
Alpha – 3 Years
8.00%
7.93%
Information Ratio – 3 Years
1.40
0.83
Volatility – 1 Year
22.27%
16.46%
Volatility – 3 Years
21.12%
13.48%
Beta – 1 Year
1.15
0.82
Beta – 3 Years
1.14
0.74
Sharpe Ratio – 1 Year
0.52
0.29
Sharpe Ratio – 3 Years
0.73
0.84
Worst Rolling Year
20.10%
3.01%
Value at Worst Rolling Year
₹1.20 Cr
₹1.03 Cr
Deepest Drawdown
−21.05%
−16.15%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
16.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 27% · M 18% · S 26%
Number of Stocks
38
53
Portfolio P/E
29.00
33.46
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%
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
—
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%