Alternative Investment Funds (AIF)Compare Schemes
Carnelian Structural Shift Fund vs Quest Investment Managers – Smart Alpha Sector Rotation
Add SchemeGrowth of ₹1 Crore
Carnelian Structural Shift Fund
Quest Investment Managers – Smart Alpha Sector Rotation
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%
1.75%
6 Months
25.48%
6.35%
1 Year
12.76%
−4.77%
3 Years
21.04%
10.09%
5 Years
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Since Inception
23.65%
11.81%
Fund Age
4 yrs 3 mo
4 yrs 3 mo
AUM
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Alpha – 1 Year
10.81%
−9.17%
Alpha – 3 Years
10.39%
−1.38%
Information Ratio – 3 Years
0.59
-0.09
Volatility – 1 Year
24.72%
20.07%
Volatility – 3 Years
22.61%
18.70%
Beta – 1 Year
1.24
1.09
Beta – 3 Years
1.14
1.07
Sharpe Ratio – 1 Year
0.38
-0.41
Sharpe Ratio – 3 Years
0.65
0.34
Worst Rolling Year
19.92%
8.04%
Value at Worst Rolling Year
₹1.20 Cr
₹1.08 Cr
Deepest Drawdown
−24.89%
−28.14%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.66%
14.70%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 7% · M 28% · S 64%
L 37% · M 25% · S 28%
Number of Stocks
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23
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%
One 97 Communications Ltd · 8.44%
Coforge Ltd · 7.42%
Vishal Mega Mart Ltd · 6.87%
Piramal Pharma Ltd · 5.90%
UltraTech Cement Ltd · 5.66%
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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