Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Nippon - Absolute Freedom - ABS
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%
5.68%
6 Months
19.54%
10.98%
1 Year
15.57%
10.72%
3 Years
20.08%
15.83%
5 Years
21.78%
13.58%
Since Inception
32.33%
14.48%
Fund Age
5 yrs 10 mo
21 yrs 11 mo
AUM
₹5,864.1 Cr
₹8.51 Cr
Alpha – 1 Year
10.85%
6.00%
Alpha – 3 Years
8.00%
3.74%
Information Ratio – 3 Years
1.40
0.71
Volatility – 1 Year
22.27%
16.38%
Volatility – 3 Years
21.12%
14.45%
Beta – 1 Year
1.15
0.87
Beta – 3 Years
1.14
0.89
Sharpe Ratio – 1 Year
0.52
0.33
Sharpe Ratio – 3 Years
0.73
0.72
Worst Rolling Year
20.10%
-12.28%
Value at Worst Rolling Year
₹1.20 Cr
₹0.88 Cr
Deepest Drawdown
−21.05%
−17.66%
Recovery Period
487 days
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
30.25%
13.32%
5-Year Rolling Windows Positive
100.00%
98.04%
Market-Cap Mix
L 15% · M 28% · S 52%
L 23% · M 15% · S 43%
Number of Stocks
38
30
Portfolio P/E
29.00
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
—
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%