Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
SMC Global - 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%
5.80%
6 Months
19.54%
20.03%
1 Year
15.57%
17.27%
3 Years
20.08%
12.81%
5 Years
21.78%
11.98%
Since Inception
32.33%
14.70%
Fund Age
5 yrs 10 mo
6 yrs 10 mo
AUM
₹5,864.1 Cr
₹201.68 Cr
Alpha – 1 Year
10.85%
12.55%
Alpha – 3 Years
8.00%
0.73%
Information Ratio – 3 Years
1.40
0.15
Volatility – 1 Year
22.27%
22.73%
Volatility – 3 Years
21.12%
20.11%
Beta – 1 Year
1.15
1.17
Beta – 3 Years
1.14
1.13
Sharpe Ratio – 1 Year
0.52
0.58
Sharpe Ratio – 3 Years
0.73
0.44
Worst Rolling Year
20.10%
7.98%
Value at Worst Rolling Year
₹1.20 Cr
₹1.08 Cr
Deepest Drawdown
−21.05%
−25.65%
Recovery Period
487 days
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 38% · M 4% · S 49%
Number of Stocks
38
24
Portfolio P/E
29.00
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
—
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%