Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs NARNOLIA FUSION OPPORTUNITY STRATEGY
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
NARNOLIA FUSION OPPORTUNITY STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.22%
2.32%
6 Months
21.55%
15.18%
1 Year
12.76%
5.18%
3 Years
17.77%
8.86%
5 Years
17.56%
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Since Inception
17.72%
14.74%
Fund Age
6 yrs 8 mo
3 yrs 11 mo
AUM
₹42.03 Cr
₹36.85 Cr
Alpha – 1 Year
8.04%
5.53%
Alpha – 3 Years
5.68%
−0.14%
Information Ratio – 3 Years
0.47
0.00
Volatility – 1 Year
28.82%
17.33%
Volatility – 3 Years
20.90%
18.22%
Beta – 1 Year
1.51
0.72
Beta – 3 Years
1.13
0.66
Sharpe Ratio – 1 Year
0.37
0.08
Sharpe Ratio – 3 Years
0.64
0.27
Worst Rolling Year
11.09%
8.86%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−23.45%
−35.06%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
16.26%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
Greaves Cotton Ltd · 0.00%
Welspun Corp Ltd · 0.00%
S J S Enterprises Ltd · 0.00%
Star Health & Allied Insurance Company Ltd · 0.00%
Welspun Corp Ltd · 0.00%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%