Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
SVAN Velocity
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%
3.40%
6 Months
19.54%
21.77%
1 Year
15.57%
16.05%
3 Years
20.08%
23.24%
5 Years
21.78%
—
Since Inception
32.33%
24.82%
Fund Age
5 yrs 10 mo
3 yrs 1 mo
AUM
₹5,864.1 Cr
₹415.03 Cr
Alpha – 1 Year
10.85%
11.33%
Alpha – 3 Years
8.00%
11.15%
Information Ratio – 3 Years
1.40
0.72
Volatility – 1 Year
22.27%
25.50%
Volatility – 3 Years
21.12%
24.35%
Beta – 1 Year
1.15
1.34
Beta – 3 Years
1.14
1.27
Sharpe Ratio – 1 Year
0.52
0.50
Sharpe Ratio – 3 Years
0.73
0.77
Worst Rolling Year
20.10%
23.24%
Value at Worst Rolling Year
₹1.20 Cr
₹1.23 Cr
Deepest Drawdown
−21.05%
−25.33%
Recovery Period
487 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 28% · S 52%
M 2% · S 95%
Number of Stocks
38
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / – / –