Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
NAFA - Emerging Bluechip
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%
0.39%
6 Months
19.54%
5.71%
1 Year
15.57%
−0.97%
3 Years
20.08%
8.86%
5 Years
21.78%
14.20%
Since Inception
32.33%
14.76%
Fund Age
5 yrs 10 mo
10 yrs 5 mo
AUM
₹5,864.1 Cr
₹447.76 Cr
Alpha – 1 Year
10.85%
−2.83%
Alpha – 3 Years
8.00%
−3.22%
Information Ratio – 3 Years
1.40
0.04
Volatility – 1 Year
22.27%
24.79%
Volatility – 3 Years
21.12%
21.25%
Beta – 1 Year
1.15
1.35
Beta – 3 Years
1.14
1.20
Sharpe Ratio – 1 Year
0.52
-0.14
Sharpe Ratio – 3 Years
0.73
0.31
Worst Rolling Year
20.10%
-13.00%
Value at Worst Rolling Year
₹1.20 Cr
₹0.87 Cr
Deepest Drawdown
−21.05%
−26.06%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
84.68%
Median Rolling Year
30.25%
19.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 2% · M 12% · S 84%
Number of Stocks
38
32
Portfolio P/E
29.00
33.69
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%
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
—
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%