Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
19.54%
24.02%
1 Year
15.57%
36.06%
3 Years
20.08%
24.43%
5 Years
21.78%
16.10%
Since Inception
32.33%
15.98%
Fund Age
5 yrs 10 mo
14 yrs 10 mo
AUM
₹5,864.1 Cr
₹214.08 Cr
Alpha – 1 Year
10.85%
31.34%
Alpha – 3 Years
8.00%
12.34%
Information Ratio – 3 Years
1.40
1.07
Volatility – 1 Year
22.27%
26.85%
Volatility – 3 Years
21.12%
19.70%
Beta – 1 Year
1.15
1.34
Beta – 3 Years
1.14
1.03
Sharpe Ratio – 1 Year
0.52
1.08
Sharpe Ratio – 3 Years
0.73
0.96
Worst Rolling Year
20.10%
-9.81%
Value at Worst Rolling Year
₹1.20 Cr
₹0.90 Cr
Deepest Drawdown
−21.05%
−18.65%
Recovery Period
487 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
30.25%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 40% · M 33% · S 24%
Number of Stocks
38
31
Portfolio P/E
29.00
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%