Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.38%
3.29%
6 Months
19.54%
14.68%
1 Year
15.57%
11.65%
3 Years
20.08%
7.09%
5 Years
21.78%
8.41%
Since Inception
32.33%
10.45%
Fund Age
5 yrs 10 mo
10 yrs 5 mo
AUM
₹5,864.1 Cr
₹24.48 Cr
Alpha – 1 Year
10.85%
12.00%
Alpha – 3 Years
8.00%
−1.90%
Information Ratio – 3 Years
1.40
-0.12
Volatility – 1 Year
22.27%
20.48%
Volatility – 3 Years
21.12%
16.32%
Beta – 1 Year
1.15
1.11
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.52
0.36
Sharpe Ratio – 3 Years
0.73
0.15
Worst Rolling Year
20.10%
-5.06%
Value at Worst Rolling Year
₹1.20 Cr
₹0.95 Cr
Deepest Drawdown
−21.05%
−24.00%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
30.25%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 41% · M 5% · S 35%
Number of Stocks
38
31
Portfolio P/E
29.00
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
—
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –