Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Sowilo Multicap Fund
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%
3.12%
6 Months
19.54%
20.18%
1 Year
15.57%
17.30%
3 Years
20.08%
18.32%
5 Years
21.78%
—
Since Inception
32.33%
21.17%
Fund Age
5 yrs 10 mo
3 yrs 2 mo
AUM
₹5,864.1 Cr
₹171.55 Cr
Alpha – 1 Year
10.85%
12.58%
Alpha – 3 Years
8.00%
6.23%
Information Ratio – 3 Years
1.40
0.82
Volatility – 1 Year
22.27%
24.39%
Volatility – 3 Years
21.12%
21.61%
Beta – 1 Year
1.15
1.30
Beta – 3 Years
1.14
1.25
Sharpe Ratio – 1 Year
0.52
0.55
Sharpe Ratio – 3 Years
0.73
0.70
Worst Rolling Year
20.10%
18.30%
Value at Worst Rolling Year
₹1.20 Cr
₹1.18 Cr
Deepest Drawdown
−21.05%
−26.88%
Recovery Period
487 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 28% · S 52%
L 4% · M 4% · S 88%
Number of Stocks
38
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
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%
1% / 0% / 0%