Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Piper Serica Advisors - Leader 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%
3.10%
6 Months
19.54%
24.70%
1 Year
15.57%
21.80%
3 Years
20.08%
16.46%
5 Years
21.78%
12.29%
Since Inception
32.33%
17.31%
Fund Age
5 yrs 10 mo
7 yrs 2 mo
AUM
₹5,864.1 Cr
₹328.39 Cr
Alpha – 1 Year
10.85%
22.15%
Alpha – 3 Years
8.00%
7.46%
Information Ratio – 3 Years
1.40
1.55
Volatility – 1 Year
22.27%
22.56%
Volatility – 3 Years
21.12%
18.01%
Beta – 1 Year
1.15
1.10
Beta – 3 Years
1.14
0.98
Sharpe Ratio – 1 Year
0.52
0.85
Sharpe Ratio – 3 Years
0.73
1.07
Worst Rolling Year
20.10%
7.49%
Value at Worst Rolling Year
₹1.20 Cr
₹1.07 Cr
Deepest Drawdown
−21.05%
−21.44%
Recovery Period
487 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
—
Number of Stocks
38
16
Portfolio P/E
29.00
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 1%