Alternative Investment Funds (AIF)Compare Schemes
Carnelian Structural Shift Fund vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Structural Shift Fund
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.67%
0.40%
6 Months
25.48%
4.71%
1 Year
12.76%
9.48%
3 Years
21.04%
5.09%
5 Years
—
7.27%
Since Inception
23.65%
7.18%
Fund Age
4 yrs 3 mo
5 yrs 9 mo
AUM
—
—
Alpha – 1 Year
10.81%
7.96%
Alpha – 3 Years
10.39%
−5.01%
Information Ratio – 3 Years
0.59
-0.38
Volatility – 1 Year
24.72%
1.59%
Volatility – 3 Years
22.61%
6.50%
Beta – 1 Year
1.24
0.04
Beta – 3 Years
1.14
-0.12
Sharpe Ratio – 1 Year
0.38
2.33
Sharpe Ratio – 3 Years
0.65
-0.03
Worst Rolling Year
19.92%
5.09%
Value at Worst Rolling Year
₹1.20 Cr
₹1.05 Cr
Deepest Drawdown
−24.89%
−8.84%
Recovery Period
122 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.66%
8.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 7% · M 28% · S 64%
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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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