Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.38%
1.32%
6 Months
19.54%
3.83%
1 Year
15.57%
9.77%
3 Years
20.08%
13.19%
5 Years
21.78%
12.01%
Since Inception
32.33%
14.38%
Fund Age
5 yrs 10 mo
6 yrs 8 mo
AUM
₹5,864.1 Cr
₹42.66 Cr
Alpha – 1 Year
10.85%
3.80%
Alpha – 3 Years
8.00%
2.30%
Information Ratio – 3 Years
1.40
0.23
Volatility – 1 Year
22.27%
15.84%
Volatility – 3 Years
21.12%
12.64%
Beta – 1 Year
1.15
1.56
Beta – 3 Years
1.14
1.48
Sharpe Ratio – 1 Year
0.52
0.32
Sharpe Ratio – 3 Years
0.73
0.70
Worst Rolling Year
20.10%
9.09%
Value at Worst Rolling Year
₹1.20 Cr
₹1.09 Cr
Deepest Drawdown
−21.05%
−15.18%
Recovery Period
487 days
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 37% · M 21% · S 27%
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 0%