Outperform the benchmark BSE 500 by 5-7% over a period of 3 – 5 years.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 16.26% | 0.70 | 14.29% | 61.29% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Carnelian Capital Shift | 9.2% | 7.1% | 6.9% | 11.6% | 22.2% | - | - | - | 37.0% |
| BSE 500 TRI | 4.6% | 2.1% | -1.1% | 4.2% | 12.3% | - | - | - | 21.5% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Carnelian Capital Shift | Multi Cap | Mr. Manoj Bahety and Mr. Sachin Jain | 06 October 2020 | 2Y 7M | 359.7 | BSE 500 TRI | 37.0% | 29 | 9 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -1.12% | 4.17% | 61.29% | 3.05% | 0.86 | 14.29% | -0.08 | 14.51% | 0.94 | 64.52 % |
| Nifty 500 | -1.11% | 5.82% | 4.71% | 0.86 | 14.05% | 1.02 | 64.52 % | |||
| Nifty Midcap 100 | -7.24% | 8.53% | 1.29% | 0.78 | 7.80% | 0.58 | 54.84 % | |||
| Nifty Smallcap 100 | 1.56% | 14.7% | 16.26% | 0.70 | 14.47% | 1.23 | 58.06 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| The Anup Engineering Ltd | 5.70 |
| Syngene International Ltd | 5.50 |
| Bharti Airtel Ltd | 4.90 |
| Neuland Laboratories Ltd | 4.90 |
| HCL Technologies Ltd | 4.40 |
| Zensar Technologies Ltd | 4.10 |
| Phillips Carbon Black Ltd | 4.10 |
| Larsen & Toubro Ltd | 4.00 |
| Timken India Ltd | 4.00 |
| Jtekt India Ltd | 4.00 |
| Top 10 Equity Holdings | 45.70 |
Sector Allocation
| Holding | % |
|---|---|
| Engineering & Capital Goods | 23.70 |
| Auto Ancilliary | 21.90 |
| Chemical, API & Crams | 17.70 |
| IT | 17.00 |
| Telecommunications | 5.30 |
| Textile | 5.30 |
| Consumer Durables | 4.10 |
| Building Material | 2.10 |
| Cash and Liquid | 3.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 13.4 |
| Mid Cap | 18.5 |
| Small Cap | 65.6 |
| Cash | 2.6 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of Carnelian Capital PMS
Which is the best company through which an investor can invest in Carnelian “The Shift” Strategy?
We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.
Disclaimer
#Returns as of 30 Apr 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 23.
