Alternative Investment Funds (AIF)Compare Schemes
Carnelian Structural Shift Fund vs Narnolia India Opportunity Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Structural Shift Fund
Narnolia India Opportunity Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.67%
2.09%
6 Months
25.48%
1.86%
1 Year
12.76%
7.02%
3 Years
21.04%
18.07%
5 Years
—
16.25%
Since Inception
23.65%
23.48%
Fund Age
4 yrs 3 mo
17 mo
AUM
—
₹286.51 Cr
Alpha – 1 Year
10.81%
4.04%
Alpha – 3 Years
10.39%
6.19%
Information Ratio – 3 Years
0.59
—
Volatility – 1 Year
24.72%
13.36%
Volatility – 3 Years
22.61%
—
Beta – 1 Year
1.24
0.72
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.38
0.17
Sharpe Ratio – 3 Years
0.65
—
Worst Rolling Year
19.92%
—
Value at Worst Rolling Year
₹1.20 Cr
—
Deepest Drawdown
−24.89%
−9.59%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.66%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 7% · M 28% · S 64%
L 54% · M 3% · S 29%
Number of Stocks
—
32
Portfolio P/E
—
18.83
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%
PRISMA GLOBAL LIMITED EQ · 9.36%
SBI Nifty 50 ETF · 7.42%
ICICI Bank Ltd · 6.06%
Mahindra & Mahindra Ltd · 5.78%
HDFC Bank Ltd · 5.55%
Top Sectors
—
Financial Services · 30.59%
Automobile and Auto Components · 13.71%
Others · 10.06%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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