Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
ValueQuest - Platinum
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%
2.62%
6 Months
19.54%
20.31%
1 Year
15.57%
5.50%
3 Years
20.08%
14.22%
5 Years
21.78%
16.13%
Since Inception
32.33%
18.70%
Fund Age
5 yrs 10 mo
9 yrs 8 mo
AUM
₹5,864.1 Cr
₹3,491.64 Cr
Alpha – 1 Year
10.85%
2.52%
Alpha – 3 Years
8.00%
2.33%
Information Ratio – 3 Years
1.40
0.19
Volatility – 1 Year
22.27%
25.24%
Volatility – 3 Years
21.12%
21.26%
Beta – 1 Year
1.15
1.29
Beta – 3 Years
1.14
1.17
Sharpe Ratio – 1 Year
0.52
0.11
Sharpe Ratio – 3 Years
0.73
0.48
Worst Rolling Year
20.10%
-9.34%
Value at Worst Rolling Year
₹1.20 Cr
₹0.91 Cr
Deepest Drawdown
−21.05%
−6.25%
Recovery Period
487 days
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
30.25%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 23% · M 15% · S 57%
Number of Stocks
38
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 1%