Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Sanctum Wealth - Indian Olympians
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%
1.47%
6 Months
19.54%
5.42%
1 Year
15.57%
9.64%
3 Years
20.08%
10.36%
5 Years
21.78%
7.75%
Since Inception
32.33%
11.08%
Fund Age
5 yrs 10 mo
9 yrs 11 mo
AUM
₹5,864.1 Cr
₹66.05 Cr
Alpha – 1 Year
10.85%
9.99%
Alpha – 3 Years
8.00%
1.36%
Information Ratio – 3 Years
1.40
0.51
Volatility – 1 Year
22.27%
17.05%
Volatility – 3 Years
21.12%
14.23%
Beta – 1 Year
1.15
1.05
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.52
0.31
Sharpe Ratio – 3 Years
0.73
0.40
Worst Rolling Year
20.10%
0.57%
Value at Worst Rolling Year
₹1.20 Cr
₹1.01 Cr
Deepest Drawdown
−21.05%
−17.08%
Recovery Period
487 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
30.25%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 84% · M 12%
Number of Stocks
38
23
Portfolio P/E
29.00
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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 · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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