Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
19.54%
31.10%
1 Year
15.57%
52.47%
3 Years
20.08%
17.74%
5 Years
21.78%
16.38%
Since Inception
32.33%
15.58%
Fund Age
5 yrs 10 mo
16 yrs 9 mo
AUM
₹5,864.1 Cr
₹132.42 Cr
Alpha – 1 Year
10.85%
47.75%
Alpha – 3 Years
8.00%
5.65%
Information Ratio – 3 Years
1.40
0.46
Volatility – 1 Year
22.27%
26.74%
Volatility – 3 Years
21.12%
21.32%
Beta – 1 Year
1.15
1.30
Beta – 3 Years
1.14
0.97
Sharpe Ratio – 1 Year
0.52
1.52
Sharpe Ratio – 3 Years
0.73
0.68
Worst Rolling Year
20.10%
-15.93%
Value at Worst Rolling Year
₹1.20 Cr
₹0.84 Cr
Deepest Drawdown
−21.05%
−20.79%
Recovery Period
487 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
30.25%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 15% · M 28% · S 52%
M 9% · S 83%
Number of Stocks
38
26
Portfolio P/E
29.00
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%