Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Right Horizons - Flexi Cap
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%
4.94%
6 Months
19.54%
11.49%
1 Year
15.57%
3.89%
3 Years
20.08%
8.19%
5 Years
21.78%
11.02%
Since Inception
32.33%
10.97%
Fund Age
5 yrs 10 mo
13 yrs 8 mo
AUM
₹5,864.1 Cr
₹360.51 Cr
Alpha – 1 Year
10.85%
0.91%
Alpha – 3 Years
8.00%
−3.69%
Information Ratio – 3 Years
1.40
-0.18
Volatility – 1 Year
22.27%
23.04%
Volatility – 3 Years
21.12%
19.34%
Beta – 1 Year
1.15
1.26
Beta – 3 Years
1.14
1.17
Sharpe Ratio – 1 Year
0.52
0.04
Sharpe Ratio – 3 Years
0.73
0.30
Worst Rolling Year
20.10%
-8.10%
Value at Worst Rolling Year
₹1.20 Cr
₹0.92 Cr
Deepest Drawdown
−21.05%
−30.43%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
30.25%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 38% · M 28% · S 33%
Number of Stocks
38
29
Portfolio P/E
29.00
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
—
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%