Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.38%
3.80%
6 Months
19.54%
7.35%
1 Year
15.57%
9.59%
3 Years
20.08%
7.90%
5 Years
21.78%
12.07%
Since Inception
32.33%
14.25%
Fund Age
5 yrs 10 mo
13 yrs 1 mo
AUM
₹5,864.1 Cr
₹106.28 Cr
Alpha – 1 Year
10.85%
9.94%
Alpha – 3 Years
8.00%
−1.10%
Information Ratio – 3 Years
1.40
-0.12
Volatility – 1 Year
22.27%
15.58%
Volatility – 3 Years
21.12%
14.39%
Beta – 1 Year
1.15
0.83
Beta – 3 Years
1.14
0.84
Sharpe Ratio – 1 Year
0.52
0.33
Sharpe Ratio – 3 Years
0.73
0.24
Worst Rolling Year
20.10%
-8.02%
Value at Worst Rolling Year
₹1.20 Cr
₹0.92 Cr
Deepest Drawdown
−21.05%
−19.54%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.28%
Median Rolling Year
30.25%
11.54%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 39% · M 40% · S 18%
Number of Stocks
38
25
Portfolio P/E
29.00
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
—
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%