Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.38%
2.21%
6 Months
19.54%
21.04%
1 Year
15.57%
21.34%
3 Years
20.08%
19.08%
5 Years
21.78%
23.67%
Since Inception
32.33%
—
Fund Age
5 yrs 10 mo
6 yrs 4 mo
AUM
₹5,864.1 Cr
₹364.08 Cr
Alpha – 1 Year
10.85%
21.69%
Alpha – 3 Years
8.00%
10.08%
Information Ratio – 3 Years
1.40
0.52
Volatility – 1 Year
22.27%
32.28%
Volatility – 3 Years
21.12%
28.08%
Beta – 1 Year
1.15
1.47
Beta – 3 Years
1.14
1.60
Sharpe Ratio – 1 Year
0.52
0.58
Sharpe Ratio – 3 Years
0.73
0.57
Worst Rolling Year
20.10%
15.61%
Value at Worst Rolling Year
₹1.20 Cr
₹1.16 Cr
Deepest Drawdown
−21.05%
−31.98%
Recovery Period
487 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%