Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Phillip Capital - Signature India Portfolio
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%
3.08%
6 Months
19.54%
14.24%
1 Year
15.57%
9.21%
3 Years
20.08%
8.31%
5 Years
21.78%
7.74%
Since Inception
32.33%
11.80%
Fund Age
5 yrs 10 mo
10 yrs 3 mo
AUM
₹5,864.1 Cr
₹251.07 Cr
Alpha – 1 Year
10.85%
4.51%
Alpha – 3 Years
8.00%
−2.91%
Information Ratio – 3 Years
1.40
-0.50
Volatility – 1 Year
22.27%
21.09%
Volatility – 3 Years
21.12%
15.86%
Beta – 1 Year
1.15
1.13
Beta – 3 Years
1.14
0.93
Sharpe Ratio – 1 Year
0.52
0.27
Sharpe Ratio – 3 Years
0.73
0.26
Worst Rolling Year
20.10%
-3.45%
Value at Worst Rolling Year
₹1.20 Cr
₹0.97 Cr
Deepest Drawdown
−21.05%
−19.63%
Recovery Period
487 days
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
30.25%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 30% · M 32% · S 34%
Number of Stocks
38
28
Portfolio P/E
29.00
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
—
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%