Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Sundaram Alternate - SISOP
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%
5.72%
6 Months
19.54%
23.48%
1 Year
15.57%
38.68%
3 Years
20.08%
26.01%
5 Years
21.78%
16.58%
Since Inception
32.33%
18.98%
Fund Age
5 yrs 10 mo
16 yrs 6 mo
AUM
₹5,864.1 Cr
₹1,885.18 Cr
Alpha – 1 Year
10.85%
33.96%
Alpha – 3 Years
8.00%
13.92%
Information Ratio – 3 Years
1.40
1.27
Volatility – 1 Year
22.27%
28.06%
Volatility – 3 Years
21.12%
20.41%
Beta – 1 Year
1.15
1.39
Beta – 3 Years
1.14
1.06
Sharpe Ratio – 1 Year
0.52
1.12
Sharpe Ratio – 3 Years
0.73
1.06
Worst Rolling Year
20.10%
-4.06%
Value at Worst Rolling Year
₹1.20 Cr
₹0.96 Cr
Deepest Drawdown
−21.05%
−18.24%
Recovery Period
487 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
30.25%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 15% · M 28% · S 52%
L 40% · M 32% · S 24%
Number of Stocks
38
28
Portfolio P/E
29.00
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%