Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
19.54%
13.10%
1 Year
15.57%
18.11%
3 Years
20.08%
14.56%
5 Years
21.78%
8.71%
Since Inception
32.33%
13.67%
Fund Age
5 yrs 10 mo
11 yrs 2 mo
AUM
₹5,864.1 Cr
₹138.06 Cr
Alpha – 1 Year
10.85%
18.46%
Alpha – 3 Years
8.00%
5.57%
Information Ratio – 3 Years
1.40
0.62
Volatility – 1 Year
22.27%
22.83%
Volatility – 3 Years
21.12%
16.72%
Beta – 1 Year
1.15
1.29
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.52
0.61
Sharpe Ratio – 3 Years
0.73
0.55
Worst Rolling Year
20.10%
-8.44%
Value at Worst Rolling Year
₹1.20 Cr
₹0.92 Cr
Deepest Drawdown
−21.05%
−17.10%
Recovery Period
487 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
30.25%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 38% · M 14% · S 45%
Number of Stocks
38
18
Portfolio P/E
29.00
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%