Alternative Investment Funds (AIF)Compare Schemes
Carnelian Structural Shift Fund vs Finideas Growth Fund Scheme-1
Add SchemeGrowth of ₹1 Crore
Carnelian Structural Shift Fund
Finideas Growth Fund Scheme-1
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.67%
−1.52%
6 Months
25.48%
−5.84%
1 Year
12.76%
−9.36%
3 Years
21.04%
−0.81%
5 Years
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Since Inception
23.65%
1.31%
Fund Age
4 yrs 3 mo
3 yrs 2 mo
AUM
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Alpha – 1 Year
10.81%
−8.74%
Alpha – 3 Years
10.39%
−8.21%
Information Ratio – 3 Years
0.59
-0.92
Volatility – 1 Year
24.72%
7.34%
Volatility – 3 Years
22.61%
12.42%
Beta – 1 Year
1.24
0.25
Beta – 3 Years
1.14
0.67
Sharpe Ratio – 1 Year
0.38
-2.04
Sharpe Ratio – 3 Years
0.65
-0.44
Worst Rolling Year
19.92%
-0.81%
Value at Worst Rolling Year
₹1.20 Cr
₹0.99 Cr
Deepest Drawdown
−24.89%
−13.98%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
58.97%
Median Rolling Year
24.66%
1.91%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 7% · M 28% · S 64%
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Laurus Labs Ltd · 10.00%
Biocon Ltd · 5.50%
Dynamatic Technologies Ltd · 5.00%
Bharat Heavy Electricals Ltd · 4.40%
Poly Medicure Ltd · 4.10%
Pennar Industries Ltd · 5.12%
Monolithisch India Ltd · 3.73%
Vilas Transcore Ltd · 3.64%
Nava Ltd · 3.55%
Shiv Texchem Ltd · 3.50%
Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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