Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
PGIM India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.38%
3.44%
6 Months
19.54%
14.84%
1 Year
15.57%
−4.03%
3 Years
20.08%
5.65%
5 Years
21.78%
—
Since Inception
32.33%
11.22%
Fund Age
5 yrs 10 mo
3 yrs 7 mo
AUM
₹5,864.1 Cr
₹83.14 Cr
Alpha – 1 Year
10.85%
−3.68%
Alpha – 3 Years
8.00%
−3.35%
Information Ratio – 3 Years
1.40
-0.26
Volatility – 1 Year
22.27%
22.60%
Volatility – 3 Years
21.12%
18.97%
Beta – 1 Year
1.15
1.04
Beta – 3 Years
1.14
1.04
Sharpe Ratio – 1 Year
0.52
-0.31
Sharpe Ratio – 3 Years
0.73
0.11
Worst Rolling Year
20.10%
4.98%
Value at Worst Rolling Year
₹1.20 Cr
₹1.05 Cr
Deepest Drawdown
−21.05%
−33.20%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
7.75%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 28% · S 52%
L 9% · M 28% · S 60%
Number of Stocks
38
27
Portfolio P/E
29.00
28.70
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%
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
—
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
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%