Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.38%
9.22%
6 Months
19.54%
9.86%
1 Year
15.57%
32.16%
3 Years
20.08%
19.13%
5 Years
21.78%
12.16%
Since Inception
32.33%
16.12%
Fund Age
5 yrs 10 mo
5 yrs 10 mo
AUM
₹5,864.1 Cr
₹170.31 Cr
Alpha – 1 Year
10.85%
27.44%
Alpha – 3 Years
8.00%
7.04%
Information Ratio – 3 Years
1.40
0.58
Volatility – 1 Year
22.27%
17.07%
Volatility – 3 Years
21.12%
17.73%
Beta – 1 Year
1.15
0.65
Beta – 3 Years
1.14
0.86
Sharpe Ratio – 1 Year
0.52
1.42
Sharpe Ratio – 3 Years
0.73
0.79
Worst Rolling Year
20.10%
0.71%
Value at Worst Rolling Year
₹1.20 Cr
₹1.01 Cr
Deepest Drawdown
−21.05%
−30.82%
Recovery Period
487 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
30.25%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 11% · M 1% · S 72%
Number of Stocks
38
18
Portfolio P/E
29.00
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%