Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Quest Investment Managers – Flagship
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%
6.42%
6 Months
19.54%
15.63%
1 Year
15.57%
0.27%
3 Years
20.08%
12.69%
5 Years
21.78%
8.81%
Since Inception
32.33%
15.48%
Fund Age
5 yrs 10 mo
18 yrs 10 mo
AUM
₹5,864.1 Cr
₹406.27 Cr
Alpha – 1 Year
10.85%
−4.45%
Alpha – 3 Years
8.00%
0.61%
Information Ratio – 3 Years
1.40
0.21
Volatility – 1 Year
22.27%
22.89%
Volatility – 3 Years
21.12%
19.09%
Beta – 1 Year
1.15
1.13
Beta – 3 Years
1.14
1.05
Sharpe Ratio – 1 Year
0.52
-0.11
Sharpe Ratio – 3 Years
0.73
0.45
Worst Rolling Year
20.10%
-10.83%
Value at Worst Rolling Year
₹1.20 Cr
₹0.89 Cr
Deepest Drawdown
−21.05%
−31.17%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
30.25%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 28% · M 26% · S 45%
Number of Stocks
38
29
Portfolio P/E
29.00
38.78
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
—
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%