Alternative Investment Funds (AIF)Compare Schemes
Carnelian Structural Shift Fund vs Kotak India Renaissance Fund-I
Add SchemeGrowth of ₹1 Crore
Carnelian Structural Shift Fund
Kotak India Renaissance Fund-I
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.67%
4.52%
6 Months
25.48%
8.26%
1 Year
12.76%
4.50%
3 Years
21.04%
10.05%
5 Years
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Since Inception
23.65%
10.10%
Fund Age
4 yrs 3 mo
4 yrs 5 mo
AUM
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₹60.73 Cr
Alpha – 1 Year
10.81%
4.93%
Alpha – 3 Years
10.39%
1.48%
Information Ratio – 3 Years
0.59
0.19
Volatility – 1 Year
24.72%
15.08%
Volatility – 3 Years
22.61%
14.98%
Beta – 1 Year
1.24
0.81
Beta – 3 Years
1.14
0.93
Sharpe Ratio – 1 Year
0.38
-0.02
Sharpe Ratio – 3 Years
0.65
0.35
Worst Rolling Year
19.92%
7.06%
Value at Worst Rolling Year
₹1.20 Cr
₹1.07 Cr
Deepest Drawdown
−24.89%
−22.08%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.66%
11.56%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 7% · M 28% · S 64%
L 31% · M 22% · S 40%
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%
Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
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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