Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.38%
2.31%
6 Months
19.54%
2.53%
1 Year
15.57%
6.47%
3 Years
20.08%
7.48%
5 Years
21.78%
—
Since Inception
32.33%
8.12%
Fund Age
5 yrs 10 mo
3 yrs 3 mo
AUM
₹5,864.1 Cr
₹32.76 Cr
Alpha – 1 Year
10.85%
−0.39%
Alpha – 3 Years
8.00%
−3.56%
Information Ratio – 3 Years
1.40
-0.35
Volatility – 1 Year
22.27%
5.60%
Volatility – 3 Years
21.12%
5.15%
Beta – 1 Year
1.15
0.43
Beta – 3 Years
1.14
0.49
Sharpe Ratio – 1 Year
0.52
0.22
Sharpe Ratio – 3 Years
0.73
0.41
Worst Rolling Year
20.10%
6.82%
Value at Worst Rolling Year
₹1.20 Cr
₹1.07 Cr
Deepest Drawdown
−21.05%
−8.35%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
7.67%
5-Year Rolling Windows Positive
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%