Alternative Investment Funds (AIF)Compare Schemes
Carnelian Structural Shift Fund vs ValueQuest India Inflexion Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Structural Shift Fund
ValueQuest India Inflexion 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%
5.92%
6 Months
25.48%
47.82%
1 Year
12.76%
43.33%
3 Years
21.04%
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5 Years
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Since Inception
23.65%
48.04%
Fund Age
4 yrs 3 mo
14 mo
AUM
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Alpha – 1 Year
10.81%
40.35%
Alpha – 3 Years
10.39%
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Information Ratio – 3 Years
0.59
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Volatility – 1 Year
24.72%
24.49%
Volatility – 3 Years
22.61%
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Beta – 1 Year
1.24
1.00
Beta – 3 Years
1.14
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Sharpe Ratio – 1 Year
0.38
1.38
Sharpe Ratio – 3 Years
0.65
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Worst Rolling Year
19.92%
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Value at Worst Rolling Year
₹1.20 Cr
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Deepest Drawdown
−24.89%
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Recovery Period
122 days
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1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
24.66%
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 7% · M 28% · S 64%
L 7% · M 5% · S 87%
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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