Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.38%
3.42%
6 Months
19.54%
2.89%
1 Year
15.57%
2.59%
3 Years
20.08%
10.39%
5 Years
21.78%
8.86%
Since Inception
32.33%
11.13%
Fund Age
5 yrs 10 mo
5 yrs 6 mo
AUM
₹5,864.1 Cr
₹63.54 Cr
Alpha – 1 Year
10.85%
−0.39%
Alpha – 3 Years
8.00%
−1.50%
Information Ratio – 3 Years
1.40
-0.34
Volatility – 1 Year
22.27%
16.68%
Volatility – 3 Years
21.12%
13.79%
Beta – 1 Year
1.15
0.95
Beta – 3 Years
1.14
0.88
Sharpe Ratio – 1 Year
0.52
-0.09
Sharpe Ratio – 3 Years
0.73
0.40
Worst Rolling Year
20.10%
6.98%
Value at Worst Rolling Year
₹1.20 Cr
₹1.07 Cr
Deepest Drawdown
−21.05%
−15.31%
Recovery Period
487 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 28% · S 52%
L 69% · M 25% · S 5%
Number of Stocks
38
40
Portfolio P/E
29.00
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%