Alternative Investment Funds (AIF)Compare Schemes
Carnelian Structural Shift Fund vs Taksh India Enterprising Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Structural Shift Fund
Taksh India Enterprising 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%
6.14%
6 Months
25.48%
25.35%
1 Year
12.76%
19.51%
3 Years
21.04%
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5 Years
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Since Inception
23.65%
10.22%
Fund Age
4 yrs 3 mo
1 yr 11 mo
AUM
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₹553.62 Cr
Alpha – 1 Year
10.81%
16.14%
Alpha – 3 Years
10.39%
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Information Ratio – 3 Years
0.59
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Volatility – 1 Year
24.72%
16.04%
Volatility – 3 Years
22.61%
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Beta – 1 Year
1.24
1.04
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.38
1.14
Sharpe Ratio – 3 Years
0.65
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Worst Rolling Year
19.92%
-6.05%
Value at Worst Rolling Year
₹1.20 Cr
₹0.94 Cr
Deepest Drawdown
−24.89%
−12.78%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
70.47%
Median Rolling Year
24.66%
3.97%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 7% · M 28% · S 64%
L 40% · M 18% · S 41%
Number of Stocks
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25
Portfolio P/E
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48.00
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%
Rubicon Research Ltd · 7.76%
Bajaj Finance Ltd · 7.67%
Divis Laboratories Ltd · 6.48%
Eternal Ltd · 6.34%
Steelcast Ltd · 6.21%
Top Sectors
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Automobile and Auto Components · 23.80%
Financial Services · 17.67%
Healthcare · 17.29%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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