Alternative Investment Funds (AIF)Compare Schemes
Carnelian Structural Shift Fund vs Profusion All Weather Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Structural Shift Fund
Profusion All Weather 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%
0.84%
6 Months
25.48%
9.01%
1 Year
12.76%
12.22%
3 Years
21.04%
—
5 Years
—
—
Since Inception
23.65%
12.00%
Fund Age
4 yrs 3 mo
13 mo
AUM
—
₹64.49 Cr
Alpha – 1 Year
10.81%
12.59%
Alpha – 3 Years
10.39%
—
Information Ratio – 3 Years
0.59
—
Volatility – 1 Year
24.72%
9.50%
Volatility – 3 Years
22.61%
—
Beta – 1 Year
1.24
0.50
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.38
0.69
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
—
—
Market-Cap Mix
L 7% · M 28% · S 64%
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Number of Stocks
—
—
Portfolio P/E
—
—
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%
Vedanta Aluminium Metal Ltd · 5.42%
HEG Ltd · 4.41%
Hindustan Zinc Ltd · 4.02%
Reliance Industries Ltd · 3.90%
Man Industries (India) Ltd · 3.73%
Top Sectors
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Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
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