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Ambit Anchor vs NARNOLIA MULTI-ASSET STRATEGY

Ambit Anchor

NARNOLIA MULTI-ASSET STRATEGY

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Growth of ₹1 Crore

Ambit Anchor

NARNOLIA MULTI-ASSET STRATEGY

Return for the risk

3 yrs return

10%

15%

20%

NARNOLIA MULTI-ASSET STRATEGY

12.6% • vol 12.1%

10%

20%

Volatility • 3 yrs deviation

1 Month

0.82%

1.00%

6 Months

5.27%

7.03%

1 Year

10.43%

8.97%

3 Years

—

12.56%

5 Years

—

10.89%

Since Inception

12.59%

15.48%

Fund Age

1 yr 10 mo

7 yrs

AUM

₹146.15 Cr

₹3.36 Cr

Alpha – 1 Year

5.23%

9.32%

Alpha – 3 Years

—

3.56%

Information Ratio – 3 Years

—

0.54

Volatility – 1 Year

—

8.58%

Volatility – 3 Years

—

12.10%

Beta – 1 Year

—

0.48

Beta – 3 Years

—

0.78

Sharpe Ratio – 1 Year

—

0.43

Sharpe Ratio – 3 Years

—

0.61

Worst Rolling Year

—

9.53%

Value at Worst Rolling Year

—

₹1.10 Cr

Deepest Drawdown

—

−17.45%

Recovery Period

—

241 days

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

16.23%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

Earlysalary · 11.07%

Oxyzo · 9.57%

Keertana Finserv · 8.27%

Vivritri Capital · 8.04%

AYE Finance · 6.94%

—

Top Sectors

—

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

1% / 0% / 0%

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