Alternative Investment Funds (AIF)Compare Schemes
Carnelian Structural Shift Fund vs Nippon - (Empowered India)
Add SchemeGrowth of ₹1 Crore
Carnelian Structural Shift Fund
Nippon - (Empowered India)
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%
−0.82%
6 Months
25.48%
5.72%
1 Year
12.76%
1.32%
3 Years
21.04%
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5 Years
—
—
Since Inception
23.65%
1.83%
Fund Age
4 yrs 3 mo
12 mo
AUM
—
—
Alpha – 1 Year
10.81%
−1.08%
Alpha – 3 Years
10.39%
—
Information Ratio – 3 Years
0.59
—
Volatility – 1 Year
24.72%
17.16%
Volatility – 3 Years
22.61%
—
Beta – 1 Year
1.24
0.93
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.38
-0.18
Sharpe Ratio – 3 Years
0.65
—
Worst Rolling Year
19.92%
—
Value at Worst Rolling Year
₹1.20 Cr
—
Deepest Drawdown
−24.89%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.66%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 7% · M 28% · S 64%
L 23% · M 17% · S 47%
Number of Stocks
—
51
Portfolio P/E
—
35.98
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%
Cash & Cash Equivalent · 12.38%
ICICI Bank Ltd · 4.59%
HDFC Bank Ltd · 3.38%
Edelweiss Financial Services Ltd · 3.33%
Biocon Ltd · 3.01%
Top Sectors
—
Financial Services · 30.15%
Healthcare · 11.14%
Capital Goods · 9.34%
Fixed Fee
—
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Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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