Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Right Horizons - Alliance
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%
1.80%
6 Months
19.54%
2.80%
1 Year
15.57%
4.89%
3 Years
20.08%
12.23%
5 Years
21.78%
10.64%
Since Inception
32.33%
8.93%
Fund Age
5 yrs 10 mo
12 yrs
AUM
₹5,864.1 Cr
₹134.76 Cr
Alpha – 1 Year
10.85%
−1.08%
Alpha – 3 Years
8.00%
1.34%
Information Ratio – 3 Years
1.40
0.07
Volatility – 1 Year
22.27%
10.79%
Volatility – 3 Years
21.12%
9.62%
Beta – 1 Year
1.15
1.04
Beta – 3 Years
1.14
1.10
Sharpe Ratio – 1 Year
0.52
-0.01
Sharpe Ratio – 3 Years
0.73
0.69
Worst Rolling Year
20.10%
0.05%
Value at Worst Rolling Year
₹1.20 Cr
₹1.00 Cr
Deepest Drawdown
−21.05%
−11.50%
Recovery Period
487 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
30.25%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 50% · M 11% · S 8%
Number of Stocks
38
33
Portfolio P/E
29.00
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –