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Anand Rathi Advisors - Decennium Opportunity vs NARNOLIA MULTI-ASSET STRATEGY
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Anand Rathi Advisors - Decennium Opportunity
NARNOLIA MULTI-ASSET STRATEGY
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
1.00%
6 Months
11.47%
7.03%
1 Year
5.40%
8.97%
3 Years
7.77%
12.56%
5 Years
—
10.89%
Since Inception
9.99%
15.48%
Fund Age
4 yrs 9 mo
7 yrs
AUM
₹144.91 Cr
₹3.36 Cr
Alpha – 1 Year
0.68%
9.32%
Alpha – 3 Years
−4.32%
3.56%
Information Ratio – 3 Years
0.13
0.54
Volatility – 1 Year
24.35%
8.58%
Volatility – 3 Years
20.17%
12.10%
Beta – 1 Year
1.26
0.48
Beta – 3 Years
1.11
0.78
Sharpe Ratio – 1 Year
0.11
0.43
Sharpe Ratio – 3 Years
0.39
0.61
Worst Rolling Year
7.72%
9.53%
Value at Worst Rolling Year
₹1.08 Cr
₹1.10 Cr
Deepest Drawdown
−31.10%
−17.45%
Recovery Period
Not yet recovered
241 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
16.23%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
—
Number of Stocks
15
—
Portfolio P/E
50.52
—
Top 5 Holdings
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
—
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%