Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
19.54%
7.38%
1 Year
15.57%
6.08%
3 Years
20.08%
8.22%
5 Years
21.78%
7.99%
Since Inception
32.33%
12.63%
Fund Age
5 yrs 10 mo
9 yrs 9 mo
AUM
₹5,864.1 Cr
₹145.75 Cr
Alpha – 1 Year
10.85%
1.36%
Alpha – 3 Years
8.00%
−3.87%
Information Ratio – 3 Years
1.40
-0.60
Volatility – 1 Year
22.27%
20.08%
Volatility – 3 Years
21.12%
16.27%
Beta – 1 Year
1.15
1.12
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.52
0.13
Sharpe Ratio – 3 Years
0.73
0.24
Worst Rolling Year
20.10%
-1.76%
Value at Worst Rolling Year
₹1.20 Cr
₹0.98 Cr
Deepest Drawdown
−21.05%
−19.25%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
30.25%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 62% · M 20% · S 7%
Number of Stocks
38
25
Portfolio P/E
29.00
—
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%