Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.38%
−0.96%
6 Months
19.54%
−5.85%
1 Year
15.57%
1.08%
3 Years
20.08%
1.92%
5 Years
21.78%
1.54%
Since Inception
32.33%
4.73%
Fund Age
5 yrs 10 mo
9 yrs 11 mo
AUM
₹5,864.1 Cr
₹4.85 Cr
Alpha – 1 Year
10.85%
−8.50%
Alpha – 3 Years
8.00%
−7.97%
Information Ratio – 3 Years
1.40
—
Volatility – 1 Year
22.27%
9.90%
Volatility – 3 Years
21.12%
26.17%
Beta – 1 Year
1.15
—
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.52
-0.53
Sharpe Ratio – 3 Years
0.73
0.01
Worst Rolling Year
20.10%
2.80%
Value at Worst Rolling Year
₹1.20 Cr
₹1.03 Cr
Deepest Drawdown
−21.05%
−28.72%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
12.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
—
Number of Stocks
38
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%