Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Sameeksha - Equity Fund
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%
−0.38%
6 Months
19.54%
11.48%
1 Year
15.57%
7.29%
3 Years
20.08%
16.29%
5 Years
21.78%
16.45%
Since Inception
32.33%
20.67%
Fund Age
5 yrs 10 mo
10 yrs 4 mo
AUM
₹5,864.1 Cr
₹1,333.94 Cr
Alpha – 1 Year
10.85%
2.57%
Alpha – 3 Years
8.00%
4.20%
Information Ratio – 3 Years
1.40
0.52
Volatility – 1 Year
22.27%
21.33%
Volatility – 3 Years
21.12%
16.22%
Beta – 1 Year
1.15
1.18
Beta – 3 Years
1.14
0.93
Sharpe Ratio – 1 Year
0.52
0.18
Sharpe Ratio – 3 Years
0.73
0.69
Worst Rolling Year
20.10%
-0.52%
Value at Worst Rolling Year
₹1.20 Cr
₹0.99 Cr
Deepest Drawdown
−21.05%
−19.36%
Recovery Period
487 days
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
30.25%
25.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
—
Number of Stocks
38
50
Portfolio P/E
29.00
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 0% / 0%