Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Turtle Wealth - Profit Mantra
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%
7.48%
6 Months
19.54%
9.42%
1 Year
15.57%
28.25%
3 Years
20.08%
18.47%
5 Years
21.78%
21.31%
Since Inception
32.33%
21.69%
Fund Age
5 yrs 10 mo
5 yrs
AUM
₹5,864.1 Cr
₹79.02 Cr
Alpha – 1 Year
10.85%
23.53%
Alpha – 3 Years
8.00%
6.38%
Information Ratio – 3 Years
1.40
0.27
Volatility – 1 Year
22.27%
18.12%
Volatility – 3 Years
21.12%
27.25%
Beta – 1 Year
1.15
0.87
Beta – 3 Years
1.14
0.86
Sharpe Ratio – 1 Year
0.52
1.18
Sharpe Ratio – 3 Years
0.73
0.56
Worst Rolling Year
20.10%
15.67%
Value at Worst Rolling Year
₹1.20 Cr
₹1.16 Cr
Deepest Drawdown
−21.05%
−30.64%
Recovery Period
487 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 10% · M 9% · S 69%
Number of Stocks
38
34
Portfolio P/E
29.00
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
—
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%