Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs NARNOLIA FUSION OPPORTUNITY STRATEGY
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
NARNOLIA FUSION OPPORTUNITY STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
2.32%
6 Months
12.88%
15.18%
1 Year
−0.84%
5.18%
3 Years
15.76%
8.86%
5 Years
16.23%
—
Since Inception
21.25%
14.74%
Fund Age
5 yrs 6 mo
3 yrs 11 mo
AUM
₹529.7 Cr
₹36.85 Cr
Alpha – 1 Year
−0.41%
5.53%
Alpha – 3 Years
7.19%
−0.14%
Information Ratio – 3 Years
0.42
0.00
Volatility – 1 Year
20.62%
17.33%
Volatility – 3 Years
22.08%
18.22%
Beta – 1 Year
0.94
0.72
Beta – 3 Years
0.96
0.66
Sharpe Ratio – 1 Year
-0.21
0.08
Sharpe Ratio – 3 Years
0.56
0.27
Worst Rolling Year
15.76%
8.86%
Value at Worst Rolling Year
₹1.16 Cr
₹1.09 Cr
Deepest Drawdown
−33.96%
−35.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
16.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
—
Number of Stocks
91
—
Portfolio P/E
30.00
—
Top 5 Holdings
Cash & Cash Equivalent · 4.80%
Senores Pharmaceuticals Ltd · 4.67%
Ujjivan Small Finance Bank Ltd · 3.95%
Supriya Lifescience Ltd · 3.82%
Bajaj Auto Ltd · 3.48%
—
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%