Alternative Investment Funds (AIF)Compare Schemes
Carnelian Structural Shift Fund vs SAMEEKSHA INDIA EQUITY FUND
Add SchemeGrowth of ₹1 Crore
Carnelian Structural Shift Fund
SAMEEKSHA INDIA EQUITY FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.67%
4.04%
6 Months
25.48%
14.10%
1 Year
12.76%
7.50%
3 Years
21.04%
22.84%
5 Years
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Since Inception
23.65%
23.58%
Fund Age
4 yrs 3 mo
4 yrs 5 mo
AUM
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₹1,282.88 Cr
Alpha – 1 Year
10.81%
4.52%
Alpha – 3 Years
10.39%
10.95%
Information Ratio – 3 Years
0.59
0.98
Volatility – 1 Year
24.72%
21.85%
Volatility – 3 Years
22.61%
16.29%
Beta – 1 Year
1.24
1.19
Beta – 3 Years
1.14
0.92
Sharpe Ratio – 1 Year
0.38
0.18
Sharpe Ratio – 3 Years
0.65
0.98
Worst Rolling Year
19.92%
22.35%
Value at Worst Rolling Year
₹1.20 Cr
₹1.22 Cr
Deepest Drawdown
−24.89%
−17.55%
Recovery Period
122 days
91 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.66%
28.61%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 7% · M 28% · S 64%
L 23% · M 12% · S 64%
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%
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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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