Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
White Oak India Select Equity 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%
4.84%
6 Months
19.54%
7.61%
1 Year
15.57%
−0.76%
3 Years
20.08%
11.28%
5 Years
21.78%
9.58%
Since Inception
32.33%
11.67%
Fund Age
5 yrs 10 mo
7 yrs 11 mo
AUM
₹5,864.1 Cr
₹12.5 Cr
Alpha – 1 Year
10.85%
−3.74%
Alpha – 3 Years
8.00%
−0.61%
Information Ratio – 3 Years
1.40
-0.06
Volatility – 1 Year
22.27%
20.02%
Volatility – 3 Years
21.12%
16.21%
Beta – 1 Year
1.15
1.05
Beta – 3 Years
1.14
0.91
Sharpe Ratio – 1 Year
0.52
-0.22
Sharpe Ratio – 3 Years
0.73
0.41
Worst Rolling Year
20.10%
8.66%
Value at Worst Rolling Year
₹1.20 Cr
₹1.09 Cr
Deepest Drawdown
−21.05%
−24.66%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 36% · M 30% · S 35%
Number of Stocks
38
15
Portfolio P/E
29.00
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
—
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%