Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Samvitti-PMS Aggressive Growth
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%
10.24%
6 Months
19.54%
31.65%
1 Year
15.57%
26.47%
3 Years
20.08%
18.72%
5 Years
21.78%
16.28%
Since Inception
32.33%
14.51%
Fund Age
5 yrs 10 mo
10 yrs 10 mo
AUM
₹5,864.1 Cr
₹423.36 Cr
Alpha – 1 Year
10.85%
21.75%
Alpha – 3 Years
8.00%
6.63%
Information Ratio – 3 Years
1.40
0.36
Volatility – 1 Year
22.27%
28.25%
Volatility – 3 Years
21.12%
24.90%
Beta – 1 Year
1.15
1.32
Beta – 3 Years
1.14
1.13
Sharpe Ratio – 1 Year
0.52
0.78
Sharpe Ratio – 3 Years
0.73
0.60
Worst Rolling Year
20.10%
-5.98%
Value at Worst Rolling Year
₹1.20 Cr
₹0.94 Cr
Deepest Drawdown
−21.05%
−31.67%
Recovery Period
487 days
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
30.25%
14.66%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 12% · M 6% · S 82%
Number of Stocks
38
62
Portfolio P/E
29.00
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
—
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%