Alternative Investment Funds (AIF)Compare Schemes
Carnelian Structural Shift Fund vs Northern Arc Money Market Alpha Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Structural Shift Fund
Northern Arc Money Market Alpha Fund
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%
8.60%
6 Months
25.48%
9.38%
1 Year
12.76%
9.19%
3 Years
21.04%
9.65%
5 Years
—
9.51%
Since Inception
23.65%
9.50%
Fund Age
4 yrs 3 mo
7 yrs 6 mo
AUM
—
₹760 Cr
Alpha – 1 Year
10.81%
3.16%
Alpha – 3 Years
10.39%
2.87%
Information Ratio – 3 Years
0.59
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Volatility – 1 Year
24.72%
1.92%
Volatility – 3 Years
22.61%
6.95%
Beta – 1 Year
1.24
—
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.38
52.26
Sharpe Ratio – 3 Years
0.65
14.31
Worst Rolling Year
19.92%
9.06%
Value at Worst Rolling Year
₹1.20 Cr
₹1.09 Cr
Deepest Drawdown
−24.89%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.66%
9.49%
5-Year Rolling Windows Positive
—
100.00%
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%
Navi Finserv Ltd. · 7.62%
Krazybee Services Private Limited · 5.72%
Si Creva Capital · 5.72%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD · 4.77%
Whizdm Finance Private Limited (Money View) · 4.77%
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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