Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.38%
7.67%
6 Months
19.54%
27.70%
1 Year
15.57%
47.52%
3 Years
20.08%
23.98%
5 Years
21.78%
15.87%
Since Inception
32.33%
18.55%
Fund Age
5 yrs 10 mo
16 yrs 2 mo
AUM
₹5,864.1 Cr
₹1,022.92 Cr
Alpha – 1 Year
10.85%
42.80%
Alpha – 3 Years
8.00%
11.89%
Information Ratio – 3 Years
1.40
1.12
Volatility – 1 Year
22.27%
28.29%
Volatility – 3 Years
21.12%
20.76%
Beta – 1 Year
1.15
1.36
Beta – 3 Years
1.14
1.07
Sharpe Ratio – 1 Year
0.52
1.33
Sharpe Ratio – 3 Years
0.73
0.99
Worst Rolling Year
20.10%
-4.58%
Value at Worst Rolling Year
₹1.20 Cr
₹0.95 Cr
Deepest Drawdown
−21.05%
−19.51%
Recovery Period
487 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
30.25%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 22% · M 32% · S 42%
Number of Stocks
38
26
Portfolio P/E
29.00
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%